Divergence between fundamental demand and valuations are now at extreme levels… · @aleabitoreddit · TwKit

@aleabitoreddit

Divergence between fundamental demand and valuations are now at extreme levels. You're seeing accelerating procurement from $SMCI to $SPCX vs. collapsing equity prices on $AAOI to colo players. After ERs, I think Oct 2026 will be seen as a DeepSeek / April tariff opportunity

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