TGViewer
Threading on the Edge Threading on the Edge @threadingontheedge · 7.78K subscribers
Post #4444 295
US Stock AI Super Cycle Rotation: Full Rhythm Breakdown for the Bros

https://x.com/dtdt666/status/2052307717306429870?s=46&t=hr2fbvcHJGpvp_SbDstdzg
X (formerly Twitter) 看不懂的SOL (@DtDt666) on X 美股AI超级周期轮动全节奏，给兄弟们捋一遍 现在的资金已经不是在炒AI了，是在沿着产业链，一层一层往下轮。 第一波炒芯片， 第二波炒存储， 第三波炒光通信， 现在正在猛攻算力和数据中心。 下一个是谁？ 给兄弟们捋一遍。 第一波主线：半导体 NVDA，英伟达，AI GPU绝对核心。
  • 👍 2
Open in Telegram All posts from @threadingontheedge
More from @threadingontheedge
  1. Oct 4, 2026Crypto Watchlist for the week ahead: $HYPE - Hyperliquid team will sell $320M worth of HYP…
  2. Oct 2, 2026Aave v3 Loop Safe Module Loss: ~114.09 ETH https://x.com/SlowMist_Team/status/210585527653…
  3. Oct 1, 2026>sell the news over >next leg soon >rh szn https://x.com/tombxbt/status/210561976517602526…
  4. Oct 1, 2026Crypto + Macro Stuff I'm Looking At Today https://x.com/rektdiomedes/status/21053987511333…
  5. Oct 1, 2026The birthplace of DeFi is shutting down! Synthetix Discord was THE PLACE to be in 2019. So…
  6. Oct 1, 2026Robotics sector could print many new millionaires in the next 5 years.💰 https://x.com/Cry…
Threads Profile ViewerView any public Threads profile without an account.Open ThreadLook →Writing with AI? Make it sound human.Metric37 rewrites AI drafts so they read naturally. Free AI detector, 1,500 words free.Try Metric37 →