Jordi Visser

But I do think for the market at some point this year,

you will see a very, very violent fall in semiconductor stocks because the build out at some point, there's going to be an acknowledgement that this project won't get built because we don't have enough of the stuff

power to connect to it.

It's going to happen.

And when those things start getting pushed out, people will freak out a lot.

It won't stop the model advancements because the model advancements now are truly being driven by what people were worried about last year, which is a lot of efficiency.

We will need the data centers to be built.

The question is in three years, will we have a different solution that's more viable than the ones we have today?

Yeah.

I posted one thing this week outside of kind of my, my, um, papers and sub stacks.

And it was a post on Venezuela because I had read a lot of things that people posted very focused on oil and.

I think people have to understand that there's the power side, but we're not seeing natural gas and oil spike higher.

It's not happening.

And the reason it's not happening is because the bottleneck is actually not with energy.

We have plenty of energy in the United States of America.

We have natural gas everywhere, and arguably other countries of the world could tap their natural gas as well.

So we don't have a shortage of the commodity.

We have a shortage of the infrastructure to get the commodity into the data centers for the AI.

So that's why you see DRAM prices going through the roof.

You see copper going through, silver going through.