Really an Bubble or Not at all ?
$Super Micro Computer(SMCI.US$ Thanks to AI
Many investors also expect that the wave of investment in AI will give the economy a boost. If AI is deployed more widely, it can help companies cut costs, develop new applications and create more value, boosting economic growth and corporate profits. According to believers, the fact that an AI bubble is forming in the markets is exaggerated. Take AI darling Nvidia: the fact that its share multiplied in a year is not simply based on hype, but on hard figures and strong expectations, it sounds. In the most recent quarter, Nvidia achieved a turnover that was more than three times higher than in the same period last year. In fact, JPMorgan notes that the so-called Magnificent Seven – Apple, Alphabet, Amazon, Meta, Microsoft, Nvidia and Tesla – are currently valued at cheaper prices than they were five years ago. ( personal comment ... Meta drop down today ? Good or not? )
Many investors also expect that the wave of investment in AI will give the economy a boost. If AI is deployed more widely, it can help companies cut costs, develop new applications and create more value, boosting economic growth and corporate profits. According to believers, the fact that an AI bubble is forming in the markets is exaggerated. Take AI darling Nvidia: the fact that its share multiplied in a year is not simply based on hype, but on hard figures and strong expectations, it sounds. In the most recent quarter, Nvidia achieved a turnover that was more than three times higher than in the same period last year. In fact, JPMorgan notes that the so-called Magnificent Seven – Apple, Alphabet, Amazon, Meta, Microsoft, Nvidia and Tesla – are currently valued at cheaper prices than they were five years ago. ( personal comment ... Meta drop down today ? Good or not? )
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ISTJ : Not a bubble, the demands are real, and will last for years b4 the bubble formed and another couple of years for the bubble to burst.
Money ThrillOP ISTJ: I think also .. and try to enter and diverse by drops downs ... and be rational