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Retail: buys memory, optical, upstream semi names. Media: “retail bubble drives AI meme stock bubble higher”. Institutions that do the exact same thing, with the exact same names: Media: “Institutions make record profits by betting on what goes inside AI Server Racks”. https://t.co/lWDCl0Sxbe

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As investors debates whether the enormous sums being poured into AI will ever pay off, Millennium-backed hedge fund manager Val Zlatkov is making record profits by betting on what goes inside AI server racks that helps them spit out eerily good responses https://t.co/fWj69VQlQW https://t.co/lnlJOtnE4a

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Library as of 2026-10-23