Time for the AI bubble to Pop out.
I want to discuss just like dotcom crash is it time for the AI crash. Nvidia share has rose more than 125% in a year. Nvidia is a great company. Have a monopoly in the semiconductor sector. But with the imposition of china restrictions the revenue will go down. China is great importer of the US semiconductor sector. Yes, they have great order for the semiconductor. But with the coming slowdown and restriction the revenue of all the semiconductor will go down. Just like ASML who has monopoly in the photolithography saw their guidance to be lowered. $NVIDIA(NVDA.US$ $Meta Platforms(META.US$
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jackofallglass : what about the 5 billion dollars worth of gpu's China ordered from nvidia 4 days ago??? 100,000 a800 ai units. and that's just the chinease government. elon spent 1billion on ad104 gpu's for his ai computer like 2 weeks ago. right now nvidias stock price reflects there shit earnings last quarter. this quarter will be better. ai is a bubble, but nvidia is not.