Trending topics
#
Bonk Eco continues to show strength amid $USELESS rally
Hosico
Hosico+11.64%
USELESS
USELESS-2.68%
IKUN
IKUN+0.08%
gib
gib+3.14%
#
Pump.fun to raise $1B token sale, traders speculating on airdrop
Bonk
Bonk+3.22%
ALON
ALON+0.17%
LAUNCHCOIN
LAUNCHCOIN-2.34%
GOONC
GOONC+6.5%
KLED
KLED+2.81%
#
Boop.Fun leading the way with a new launchpad on Solana.
BOOP
BOOP-0.18%
Boopa
Boopa+5.18%
PORK
PORK+2.28%
Ben Bajarin
Ben Bajarin
Mar 13, 03:08·
In the AI infra semiconductor TAM ~$1.4T estimated for 2030 there are 18 major sub TAM buckets of varying sizes. $NVDA plays in 12 of those 18 and that 12 $NVDA plays in = ~$1.2 T which is 86% of said AI infra estimated TAM. Hard to find anyone else who has line of sight to so many buckets of AI infra $.