Why is the AI infra trade unwinding at the same time models are making significant advances in capability and frontier labs are having some of the best months in business history? @martinshkreli answers: "None of that stuff matters." "The only thing that matters is the propensity of the buyer and seller to buy or sell." "What you had happen was the smart guys get in early, start buying, see the prices go up, buy some more." "And then, less smart guys take note and say, 'I want to do that.…