AI Good and Bad
- Thread starter bigredfish
- Start date
Game over. Chinese AI companies are crushing prices and putting massive pressure on the American AI bubble.
The era of expensive GPUs, expensive data centers, and unlimited AI spending is coming to an end.
AI will keep growing. That doesn’t mean every AI stock will.
I expect many AI stocks to fall as much as 90% when this cycle turns.
$NVDA $AMD $SMCI $AVGO $ARM $TSM $MU $INTC $PLTR $ORCL $CRWV $META $MSFT$ GOOGL $AMZN
The era of expensive GPUs, expensive data centers, and unlimited AI spending is coming to an end.
AI will keep growing. That doesn’t mean every AI stock will.
I expect many AI stocks to fall as much as 90% when this cycle turns.
$NVDA $AMD $SMCI $AVGO $ARM $TSM $MU $INTC $PLTR $ORCL $CRWV $META $MSFT$ GOOGL $AMZN
I was waiting for that....
Great post-- There IS a ceiling, and China will find it and undercut everyone else by 20%, and a massive amount of your data will be manipulated by them, not that it matters much at this point. Feels like we're building towards something, but Is it the Matrix or Terminator?
Meanwhile in my class.... <imagine the graphic of another 100% AI-generated paper discovered via AI-Detection that IPC forum error won't let me upload>
Arjun
IPCT Contributor