Serenity
@aleabitoreddit
TY $ANT for the positive $3.4B FCF for H1 2026.
Still feels like all your AI infra names from $MU to $AAOI sold off way too hard.
Considering the billions in financing raised by frontier labs to hyperscalers..
End up ultimately flowing back to GPUs, networking, to memory. https://t.co/U6GAmlOJ53