You can bet on the individual gold prospectors...or you can bet on the guy selling shovels.
>people have been saying this for 2 years>by that time Nvidia was already like 140 bucks, now 200>all the other "shovels" like micron and sandicks are dying because investors are pricing in the 'peak' of the 'cycle' even though AI hyperscalers are projected to be spending 2.5 trillion on AI in 2030 o algo
>>62844410And it's gonna be $500 in another 2 years.
>>62844413>up 30% in 2 yearsThe best you might do is 260. And the AI market is crashing right now anyway so lol.
>you must buy it v2 shovels or we won't sell you v3s in the future!>miners proceed to throw the v2s in warehouses because they aren't actually doing any digging at most of their mines they have planned
>>62844410People were saying that 3 years ago too, and back then it was $40.>>62844418>crashing>the healthiest, blandest pullback imaginable to the .382 lineSo this place really is reddit 2.0
>>62844456nawAnd next you'll say something like>it doesn't matter if samsung is crashing, ram is cyclical>but gpus are specialGPUS are also cyclical, it's the same cycle, an AI bubble burst means all those companies are about to -70%.
>>62844388priced in already
only a decent play for dividends
>>62844388AI will be able to produce a an euv lithography system independently.
>>62844388If by shovels you mean tens of millions 6090s to be sold to plebs to run Chinese models at home.
>>62844388Both Crypto and AI are NVIDIA scamsonly few understand
>>62844572I'm priced out
>>62844463>GPUS are also cyclical, it's the same cycle, an AI bubble burst means all those companies are about to -70%.thishttps://www.youtube.com/watch?v=4fk2prKnYnI
>>62844388Jensen messed with gamers
>>62844388test
>>62844388people can vibecode lots of things... but the supply of human attention is still the same. To increase the time of human attention, this needs other types of technology.
