빌 애크먼: 우리는 버블 속에 있지 않음.

Korean Alpha EN (@korean_alpha_en), Oct 31, 2026, 05:13 UTC

빌 애크먼: 우리는 버블 속에 있지 않음. Ackman is bullish on compute: "I don't think we're in a bubble in terms of demand for compute. I think that if you think about intelligence, superintelligence, and we're sort of asymptotically approaching superintelligence, or I think pretty quickly, and the demand for that will be something approaching infinity. So in order to get there, we need compute. So I'm a big believer, sort of, being long compute is a good trade."

The excerpt is quoted from a public Telegram channel, which owns its text.

Read the original post on Telegram

More posts from Korean Alpha EN · All channels

FixLane Live vulnerabilities with ready fix prompts