CT loves show their calls, it's a game of loudest mouths and quiet sells. What they don't show is their position or conviction. $POD will be incredibly sticky for all the reasons that have not changed in my previous thesis. Not something you want to flip for the next shitter. ht
$POD is a project you don't want to fade or flip for a quick dollar. The macro conditions are lining up for Dphn or similar to fill a gap that already exists and will only get bigger. I think Dphn has a good chance of filling that gap. $POD could be worth billions if it does.
So if/when the Straits of Hormuz does blow up the global economy, maybe AI takes a beating- but the demand is insatiable and the net effect is cost of inference skyrockets. This cost gap becomes the opportunity that @dphnAI will capture.