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@RosannaInvests

Rosanna Prestia, MBA (@RosannaInvests)

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Topics they write about

🤖 AI & Machine Learning 1
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🤖 AI & Machine Learning

🧠 Inference is the next phase of AI, and inference is bottlenecked by memory, not compute. Every agent, every model serving real users, needs fast memory sitting next to the GPU. The market is starting to price the GPUs. It has not yet priced the memory layer underneath them. $PENG (Penguin Soluti...

Jun 22, 2026
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