.@firstadopter's framework around compute hoarding: "SK Hynix executives said during their IPO run that their customers are asking 5-6x more than they're able to serve and they're going to double capacity over the next five years. Their customers, I'm going to assume it sounded like Jensen, are asking for 5-6x more than what they're able to build. So there's overwhelming demand." "Lisa Su raised her agentic CPU forecast. Just three months ago it was $120B for 2030. Three months later they…