It'll pop any day now, right? But when?Nvidia and other tech stocks are so overvalued. There is definitely some concern in the market about it, but things haven't imploded yet.Should probably sell short. I feel like it'll happen within the next year but that's just vibes. What do you anons think?
>>61434571It'll pop in 2028 when the Democrats get back in office and push forward with their original plan of nationalizing the entire tech industry. It's why all of the techniggers like Elon and Marc Andreesen threw their weight behind Trump. That's assuming that the whole thing doesn't collapse before then, though.
>>61434586That's extremely retarded and you're an unserious person.
Its different this time. Bubbles dont pop anymore, chud
>>61434571It literally can not pop it is a national security interest to fund the research and development of a super intelligence before china does.
Late 2020s/early 2030s at the absolute earliest, and that's assuming:1) We have literally no more breakthroughs and so run up against the limits of LLMs/RL2) We're well short of AGI at that point3) Hardware scaling also tops outSo in other words it's an extreme long shot, but late 20s/early 30s at the absolute earliest and probably not then.
>>61434832Why are you so confident in the continued scalability? You think we will have enough regular LLM/RL breakthroughs to continue justifying NVIDIA's price?
There is an enormous vested interest in waiting until OpenAI and Anthropic dump their bags on retail, the question is whether the jews in charge can coordinateIf I had to bet I'd say two years from now Nvidia 70% down from peak, Anthropic bankruptA year from now depends on orange niggers shenanigans Two years there's just not enough retard money to prop the money burner up unless they somehow invent actual AI (which I doubt given all the "research" is being syphoned into LLMs).
>>61434813this. the ship is unsinkable
>>61434874Reuters does say Anthropic will drop its IPO in early 2026. That will be interesting.Two years seems like a reasonable horizon. I think it could happen sooner but that's the question.
>>61434813It's not that simple. NVIDIA isn't Fanny & Freddy.
>>61434921believe it or not, that was a good chunk of Al Gore's presidential campaign (member the information superhighway? ofc not, you weren't born)it's funny how everyone forgot about optic fiber being the future of humanity3% of US GDP 1995 to 2000sold for scrap two years later maybe instead of AGI we are just getting war in Iran and Venezuela, and no the Palantir crap doesn't work I'm sorry it's just fluff and power point decks for boomers
>>61434874>until OpenAI and Anthropic dump their bags on retailThey don't seem to be in a hurry.
>>61436116they may be unable to file for IPO without getting Wework'd, the number must look like Hiroshima once you remove the funny accountingthe situation is dire and it hinges on how many enterprise packages they can con to clueless boomers before the gig is upno one is gonna lose their job because of an LLM chatbotwhen this perception becomes reality they are donedesu I admire Scam Altman, he has balls of steel but I hope he already has booked his exit flight to the land of the chosen
2 more weeks
I can't imagine it lasting much longer when 64gb of cl30 costs almost $900. It's up 4x from September of this year. How are datacenters going to continue expanding when there's just no ram left?
