🐋 WHALE WATCH : Semiconductor hardware stocks are cooling down but capital isnt exiting AI its flowing downstream.


Tom Lee just highlighted that $ETH is up +55% against DRAM over the past month as the AI downstream thesis takes off.
The market is realizing hardware is just phase 1.
Phase 2 is the settlement & guardrail layer for autonomous AI agents.
Wall Street isn't sleeping on $ETH.
ETH1.00%
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