빌 애크먼: 우리는 버블 속에 있지 않음.

Ackman is bullish on compute: "I don't think we're in a bubble in terms of demand for compute. I think that if you think about intelligence, superintelligence, and we're sort of asymptotically approaching superintelligence, or I think pretty quickly, and the demand for that will be something approaching infinity. So in order to get there, we need compute. So I'm a big believer, sort of, being long compute is a good trade."