No, A.I. isn't a fad, but so what?
Forgot that there was an oversupply of chips. But figure this, meta with a 50b buyback and a dividend.. yet ad spend is cratering??
Oversupply of chips when?
I had a glance at meta numbers, it seems cost cutting was the biggest lever.
When they started discounting the price of their chips in 2022… like you wrote in your article? Wut
It was his grammar that got me...
Great article! I came to the same conclusion 3 months ago. https://hightechinvesting.substack.com/p/is-nvidia-a-good-investment-for-the
Saw your piece, loved it!
classic echo chamber. The train will keep going until it suddenly doesnt anymore. Slowly, than at all at once. When that will be is ANYONEs guess.
Working on a broader piece now on the nasdaq, the tech and AI-hype boom and how it may be causing a reflexive bubble in the broader space.
Will definitely be one of my top 3 pieces yet.
Forgot that there was an oversupply of chips. But figure this, meta with a 50b buyback and a dividend.. yet ad spend is cratering??
Oversupply of chips when?
I had a glance at meta numbers, it seems cost cutting was the biggest lever.
When they started discounting the price of their chips in 2022… like you wrote in your article? Wut
It was his grammar that got me...
Great article! I came to the same conclusion 3 months ago. https://hightechinvesting.substack.com/p/is-nvidia-a-good-investment-for-the
Saw your piece, loved it!
classic echo chamber. The train will keep going until it suddenly doesnt anymore. Slowly, than at all at once. When that will be is ANYONEs guess.
Working on a broader piece now on the nasdaq, the tech and AI-hype boom and how it may be causing a reflexive bubble in the broader space.
Will definitely be one of my top 3 pieces yet.