The AI faithful believe the technology will disrupt virtually every aspect of modern life, from phone operating systems to pharmaceuticals to finance. And even if there is a bubble, proponents say, the dot-com bubble gave us companies like Amazon, and the internet became, well, the internet.
Its not self-sustaining if Nvidia is relying on their status of being a near-monopoly in a crirical part of the single largest entertainment industry in the world to fund it.
That’s what I am thinking, Nvidia has near monopoly, they’ll be fine if the bubble burst, and so are TMSC and AMD because of having similar status. I only have those three AI companies invested in.
Many people invested in as many AI companies as possible, and the problem is that if the repeat of dotcom bubble bursts but with AI, it will take another decade and half to recover except for certain companies with better fundamentals.
Its not self-sustaining if Nvidia is relying on their status of being a near-monopoly in a crirical part of the single largest entertainment industry in the world to fund it.
That’s what I am thinking, Nvidia has near monopoly, they’ll be fine if the bubble burst, and so are TMSC and AMD because of having similar status. I only have those three AI companies invested in.
Many people invested in as many AI companies as possible, and the problem is that if the repeat of dotcom bubble bursts but with AI, it will take another decade and half to recover except for certain companies with better fundamentals.