> author's defence his conclusion is actually somewhat different to the title. In my defense, his title is clickbait and at the bottom he makes claims that are

> author's defence his conclusion is actually somewhat different to the title. In my defense, his title is clickbait and at the bottom he makes claims that are not supported by his arguments. For example: > it’s hard to escape the conclusion that Nvidia’s share of the overall AI market is going to drop Hard for it to increase from here, so this is not insightful. > I can’t see how their current margins will be sustainable. There's no hint of an argument in his post for this. We have all watched as Apple and Microsoft increased volume and maintained margins by delivering value through an interlocking network of products/users/services. I don't think it's a stretch to think Nvidia can do the same. The onus is on the poster to say why this can't happen, and he didn't do that.