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This is fine
Can’t wait to give Google, Microsoft, and Palantir bail out money…
When can we get off this ride?
A bubble increased by a factor of 17 means a volume increases by 17³ (4913). That burst is gonna be quite a bang then…
Theoretically, would it be classified as a big bang?
The problem with Nvidia is that they can use the profits of the gaming industry and digital currency mining to fund AI nearly limitlessly
Except the gaming industry and consumer graphics card sales are a sliver of their annual profits. Nvidia are selling the shovels to this ai gold rush. They are the ones that will come out of this bubble standing above the rest.
Well they’ll have more money than everyone else, but they won’t be able to continue making record profits every year for eternity which of course means their business is a complete and utter failure and they have to lay off half their staff
If it was sustainable it wouldn’t be a bubble
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.
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