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![_mm85 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::100253491.png) Marcel Münch [@_mm85](/creator/twitter/_mm85) on x 38.8K followers
Created: 2025-07-22 21:47:06 UTC

The compute narrative exists solely on Wall Street and will keep going until Market Cap increases will underperform Capex expenditures while fundamental results stagnate.

Once those artificial returns work against the narrative, capital will move elsewhere and the narrative ends


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947775437360308718/c:line.svg)

**Related Topics**
[market cap](/topic/market-cap)
[faster](/topic/faster)
[hardware](/topic/hardware)
[agi](/topic/agi)
[xai](/topic/xai)
[elon musk](/topic/elon-musk)
[artificial](/topic/artificial)
[wall street](/topic/wall-street)

[Post Link](https://x.com/_mm85/status/1947775437360308718)