Wouldn’t this be a lagging indicator?

There seems to be no limit to the size of this bubble.

It will slow down, wait for it.

Boom and bust capitalism is completely orthogonal to AI as a technology. Capitalists are sociopathic opportunists that exploit every aspect of life, that doesn’t have anything to do with AI.

Housing bubbles existed, we still use houses. The dot com bubble existed, we are still on a dot com.

Stock is down 3% after hours.

Amazing how high expectations were that a 56% jump in sales still led to a 3% drop in the stock.

It's very clear that the ramp for GPUs continues.