Yeah totally buy in with the guy that cratered Intel’s volume, he seems trustworthy.
Let’s see the AI bubble is built on the prospect of future profits that are expected to be extracted from consumers. Now China will offer that same service for one tenth the price.
I would say this bubble is about to explode and a bunch of people are going to lose their asses on this. Having said that, investing in the hardware that runs it all may not be a bad bet at the moment.
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