It wasn’t a carry trade unwind that saved Japan’s stock market: Yen shorts remain crowded, AI-driven foreign capital is the real driving force behind the new highs | Bee Network
Loginالأخبار الشائعةوكلاء الذكاء الاصطناعيمنصة إطلاق ميميديسيمستكشف السلسلة الأعلىلنوبي100x عملات معدنيةلعبة النحلالمواقع الأساسيةيجب أن يكون لديك التطبيقمشاهير التشفيرديبينالناشئين الأساسيةكاشف الفخالأدوات الأساسيةالمواقع المتقدمةالتبادلاتأدوات NFTعالم الويب 3ألعابتطبيقخلية نحلمنصة النموإعلانإعادة شحن العملاتتسجيل الدخولويب 3 يونيألعابتطبيقخلية نحلإعلانبيتتحليلتحليلlywtتبادلIt wasn’t a carry trade unwind that saved Japan’s stock market: Yen shorts remain crowded, AI-driven foreign capital is the real driving force behind the new highsRelated: AI Bottleneck Investment Strategy: 14 Targets Covering Everything from Power to Lithography
Original Translation: TechFlow Preface: Bitfury Group Vice Chairman George Kikvadze proposes a contrarian approach: the most profitable opportunities in the AI sector lie not in the model layer, but in infrastructure bottlenecks like power, cooling, memory, and networking. He outlines 7 critical chokepoints in AI systems and reveals his portfolio of 14 picks, which has yielded approximately 60% returns so far. This “bottleneck investment” framework is worth a close look for anyone focused on AI investing. To understand where the money is in AI, don’t look at the headlines. Look at where the system is under strain. The simplest analogy: today’s AI is like a factory with unlimited orders, but the power, cables, and cooling can’t keep up. This mismatch itself is an opportunity. After conducting detailed due diligence, we…تحليل #تبادل ## السوق上一篇
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- This narrative is only half right. The other half of the data tells a completely opposite story. Short Sellers Haven’t Fled; They’re Doubling Down The most direct indicator for measuri...