AI인프라 반도체 대학살극의 원인...."GPU렌탈 가격은 2배 상승 중"
월텍남 - 월스트리트 테크남 · 14:02 · Watch on YouTube
The speaker treats this AI-stock plunge as a leveraged unwind—crowded year-to-date gains, hedge-fund losses, margin calls, and heavy shorting—while arguing that GPU demand, long-term contracts, and rental prices have...