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>>107703794thats actually a dumb move.ngreedia has gotten hard value out of the shatbot craze. the datacenters all run their cardsand palantir provide surveliance/governance tech and that make every single zogged government extra-hardtheyre 2 of the winners of the shatbot-craze
>>107703848nvidia is investing in all those ai companies buying their cards, if they fall, nvidia is fucked too
>>107703794btw palantir is a winner of the shatbot bonanza because they rely on compute to cross reference profile data with outcomesand theyre gonna get compute for extra cheap once the fad passes, because the datacenters supporting ai-lmaoo are gonna be in dire need for clientstons of offer with no demand = very cheap shit
>>107703794>"isn't too early"Implies that there will actually be a crash, which is not a guarantee at all.
Didn't this guy make a big deal about not investing anymore because he kept being wrong
>>107703864nah, they have hard valuethey make gpus, after all, not vague promisestheir stock may get justed, but its not gonna fall down to 0its hard to tell what will be the timelinesand its not certain to begin with, everything depends on how the hodl plebs will reactits risky and theres not much to gain.i think its dumb
>>107703794>Michael you get:>A) live a normal fulfilling life as a multimillionaire >B) be a billionaire but only be right ONCE in your entire life about anythingGuess he still made the right choice
>>107703909>they make gpus, after all, not vague promisesand after the crash a huge load of them that were bought for data centers that never materialized will be dumped on the market for cheap
>>107703888his opinion is influential and he is probably trying to expedite it.
>>107703924thats where palantir may intervenebut i sure hope im wrong on this one, and were gonna see a used enterprise-card bonanza
>>107703794why is he shorting a company tied to the gobbirment
>>107703848Yes Nvidia is the biggest winner. But also their stock will fall the farthest. That's why it's a bubble.
