3 ms·
Should probably just short nvidia
by plaidfuji 1y ago
Should probably just short nvidia
- lbhdc 1y ago“Markets can remain irrational longer than you can remain solvent.”
- Thrymr 1y ago"just short nvidia" is not simple. Even if you believe it is overvalued, and you are correct, a short is a specific bet that the market will realize that fact in a precise amount of time. There are very significant risks in short selling, and famously, the market can stay irrational longer than you can remain solvent.
- simonsarris 1y agoThere is a wide space where LLMs and their offshoots make enormous productivity gains, while looking nothing like actual artificial intelligence (which has been rebranded AGI), and Nvidia turns out to have a justified valuation etc.
- lm28469 1y agoIt's been three years now, where is it? Everyone on hn is now a 10x developers, where are all the new startups making $$$? Employees are 10x more productive, where are the 10x revenues? Or even 2x? Why is growth over the last 3 years completely flat once you remove the proverbial AI pickaxes sellers? What if all the slop generated by llms counterbalance any kind of productivity boost? 10x more bad code, 10x more spam emails, 10x more bots
- Etheryte 1y agoYou can generally buy options only a few years out. A few years is decidedly shorter than the lifetime of everyone reading this thread.
- guluarte 1y agothat's probably a good idea, either AI bubble explodes or competitors catch up