100% Equity valuations for AI hardware future earnings changed dramatically in the last day. The belief that NVIDIA demand for their product is insatiable for

100% Equity valuations for AI hardware future earnings changed dramatically in the last day. The belief that NVIDIA demand for their product is insatiable for the near future had been dented and the concern that energy is the biggest bottle neck might not be the case. Lots to figure out on this information but the playbook radically changed.