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We are more than due for an AI tech correction. NVIDIA is increasingly getting overvalued if not it already is due to the unsustainable AI hype with low competi
by rvz 2y ago
We are more than due for an AI tech correction. NVIDIA is increasingly getting overvalued if not it already is due to the unsustainable AI hype with low competition.
All hanging on the geo-political risks and US tensions with China around Taiwan, risking disruption to the semiconductor industry and over relying on Taiwan as the top supplier.
If it were me, I would start selling. History has taught us that the same happened with Intel in the 1990s when it peaked with the PC revolution and the same happened with Cisco when it peaked with the growth of the internet.
Very concerning.