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![optionsly Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1316591974242086912.png) ConsumerTechBets [@optionsly](/creator/twitter/optionsly) on x 1983 followers
Created: 2025-07-22 01:25:49 UTC

How much AI impact is actually priced in?

Semis: AI capex keeps growing 15%/yr for next X years.

Market broadly: Basically pricing in zero AI impact.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947468091069501807/c:line.svg)

**Related Topics**
[coins ai](/topic/coins-ai)

[Post Link](https://x.com/optionsly/status/1947468091069501807)