Tom Lee: Increased performance of AAI downstream assets, 72 percentage points of DRAM for nearly a month

According to early releasein A, Chairman Tom Lee of Bitmine stated that the performance of the relevant assets downstream of AI had continued to increase, with the Taifung performing better than the DRAM block by 72 percentage points over the past month. Over the past month, the cost of the Taifaf has increased by about 24 per cent, while the DRAM-related ETF has fallen by about 38 per cent. Tom Lee argues that as AI infrastructure investment spreads to the application level and digital infrastructure, some of AI downstream assets are being repricing the market。