$Super Micro Computer (SMCI.US)$ let me give you a hint when...
$Super Micro Computer(SMCI.US$ let me give you a hint when the bubble will be formed. it’s when all your engineer friends are moving to building RAG, and every product manager builds AI/gen AI features as their OKR, every startup uses AI to seek funding without solving a real problem. And your neighbor uncle Wong tells you he’s been trading AI stocks and made shit loads of money and his day job is a bus driver. then you should start to talk abt AI bubble. coz that’s what’s happened to blockchain in the past decade. And we’re far from the real bubble.
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Tbeanbean : Maybe this time is different?
ISTJOP Tbeanbean: It is different this time. AI is a lot more useful to our world than blockchain
Gen AI is changing the way how ppl search on internet, and changed how ppl make music and art work.
AI significantly improving early cancer diagnosis and targeted drug treatment
AI is changing the whole ads industry, so facebook’s ads revenue has increased considerably, thus they have been heavily invested in AI and chips
AI is changing manufacturer industry, from safety to smart production
And many more.
And all these things are still at very early stage and require tons of AI talents and infrastructure development. Nvidia, AMD, SMCI are all the key players.
Ya, it’s different this time