3 ms·

It's Time to Short NVDA

• deleted 2y ago
  [deleted]
• kylebenzle 2y ago
  My basic thesis is two fold: 1. "AI" is oversold and over-hyped. 2. NVDA is oversold and over-hyped.
• chrsw 2y ago
  For Biggest Problem #3, I don't any competitive offerings from Intel or AMD, now or in the near future. I also don't see anyone crossing the CUDA moat any time soon either. A correction is natural though. Both on AI hype and NVDA value.
• iphoneisbetter 2y ago
  [dead]