Remember when Microsoft made operating systems that fit on a single CD or better yet, 13 floppy disks? Remember when windows update didn't turn itself on, when new windows firewall rules weren't magically created, when outlook didn't tell people you were online?
Remember when Oracle made and supported database software that was actually better than it's competitors? It ran on your own hardware and did not cost a small country's GDP per license?
AI bagholders are getting a lesson retail gamers and small business sysadmins have been suffering for decades with tech bros toying with supply, using convoluted licensing, prioritizing manufacturing to artificially inflate hardware prices. Retail trader bros have a bit more weight behind their punch so this will be an interesting hardware cycle.
zerosizedweasle•26m ago
• NVDA's transactions and strategic investments, including with CoreWeave, Lambda, and OpenAl, could be masking slowing demand.
• Competition is intensifying as AMD, Alphabet, and Broadcom make major Al chip moves, while NVDA's valuation remains historically high amid a long-term growth slowdown.
• Given bubble risks, valuation concerns, and increased competition, there is significant downside potential for NVDA shares despite near-term growth.