🐋 WHALE WATCH: The AI hardware super cycle is showing no signs of slowing down. Semiconductor equipment sales just hit a record 36.5 billion in Q1. That is a massive 14 percent jump from last year. While people debate if the AI narrative is tired the actual infrastructure spending is accelerating. This means massive ongoing demand for decentralized compute plays like RNDR and TAO. Are you still positioned in AI infrastructure ?(Whale Factor)