Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
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Crypto Mining - Is Demand Going Down?
Sargarin: One thing i always do worry about is when you've got this like, inflated demand for something that's in a bubble. So can you sa how much his crypto driven demand? And is there any worry that we're three months from now, and demand is just way down? Sargarin: People lioking say, oh, we erbuilt especially i think that's more bleeding edge supply for the crypto mining stuff. We overbuilt supply a lot, and now we're in a really overbuilt situation.
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