> I was in CRDO from april-july, I think theyre a key part of the ai ecosystem but also think they've had their run up and are priced fairly.
Theta Gangers, this would be a good candidate to CSP or CC, wouldn't it?
I was in CRDO from april-july, I think theyre a key part of the ai ecosystem but also think they've had their run up and are priced fairly. I don't think the same with IREN or NBIS
What are this groups thoughts on CRDO and VRT? They make infrastructure parts needed to build data centers. I have small positions in both but think they both still have ample room to run.