Name: José explains why he remains bullish on AI infrastructure. “The market reacts very strongly to thin
Uploaded: 2026-07-22T18:19:54+00:00
Description: José explains why he remains bullish on AI infrastructure. “The market reacts very strongly to things like Meta announcing they’re selling compute... I don’t think it’s very rational. I still think owning land and having power is going to be incredibly valuable going forward.”

Delphi Digital@Delphi_Digital

2026.07.22 18:19

José explains why he remains bullish on AI infrastructure. “The market reacts very strongly to things like Meta announcing they’re selling compute... I don’t think it’s very rational. I still think owning land and having power is going to be incredibly valuable going forward.”

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