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NonsparseOncologist — sniff.trade
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NonsparseOncologist
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@5_utr
1mo
AI scaling is not exponential. It never was. I fit a logistic model to general capabili…
IDEAS · 2
NVD
NVDA
SHORT
AI capability saturates logistically, not exponentially — NVDA's compute-demand story is built on a broken premise.
$202.08
+4.18%
›
CRW
CRWV
SHORT
CoreWeave's GPU-cloud business model requires scaling to be real — if AI capability is saturated, their entire demand thesis evaporates.
$72.60
+39.16%
›
