Andreas Steno Larsen responds to Dario Amodei on AI capital expenditure pacing. Analysts discuss AI trade implications and semiconductor stocks, with Stifel maintaining buy ratings on AMD and Oracle despite Oracle facing margin pressures from high capex investments.
Andreas Steno Larsen posted a response to Dario Amodei titled 'We Must Pace the Prophecies' on X, discussing HBM demand in a trending conversation.