NVDA and the semiconductor manufacturers TSMC/MU are minting. NVDA margins are ~60% and growth is super. They are the real AI winners. How long it continues is

NVDA and the semiconductor manufacturers TSMC/MU are minting. NVDA margins are ~60% and growth is super. They are the real AI winners. How long it continues is anyone's guess. However like any boom and bust cycle, the losers could be AI startups building thin layers on top of apis. When OpenAI becomes Google and loses product sense, they'll be bust.