Fall in Nvidia marks end of AI bubble...

sgbuffett

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01-09-2025, 08:00 AM

Actually I have not met a trader who does not think it's a bubble. They cheong in because of upward momentum. To ride the rise. Once the bubble burst they also take profit quickly and get out. But many investors will get stuck because they are enthralled by AI

[Image: Screenshot-20250901-075621.png]

I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.

(This post was last modified: 01-09-2025, 08:01 AM by sgbuffett.)

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Gstalk

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01-09-2025, 09:39 AM

They switched over to BABA

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WhatDoYouThink!

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01-09-2025, 10:00 AM

Nvidia won't die so easily, because of its ecosystem built on CUDA which makes it very difficult for competitors to duplicate in short term to challenge its dominance.

One mean function of cuda is to divide the computations into optimal size to run on the thousands of gpu's in parallel. Competitors are not so gd yet