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I agree here. Bought some well over a decade ago because of their dominance in gpus. Bought some more around 2017 after my company wanted to get access to some
by kevstev 2y ago
I agree here. Bought some well over a decade ago because of their dominance in gpus. Bought some more around 2017 after my company wanted to get access to some gpus on AWS and we couldnt because AWS couldn't get their hands on enough- and the crypto boom was driving demand. Bought some more again about a year ago when I saw companies large and small on the ai train- is not just openai and Goog/fb/apple.
Even if the stock falls 3/4 I've had an incredible return and I just don't see the ai hype dying down soon, though im always trying to feel out that inflection point. I'm not super stoked about the ability of AI to really be monetized that well in its current form, but I'm happy to be invested in the picks and shovel business behind it.