We FOMO into data center and tech while markets are at ATH, tech earnings are approaching and SOXL having already 3x'd YTD.
Our thesis: sex sells. AI porn can only get better as open source AI improves while at the same time humanity's cognitive abilities and restraint from degeneracy decline as the reliance on AI increases.
All this porn is generated at an unprecedented rate and must be stored both in the cloud as training data and on you regards' drives.
