[–] kylebenzle 1y ago ↗ My basic thesis is two fold:1. "AI" is oversold and over-hyped.2. NVDA is oversold and over-hyped.
[–] chrsw 1y 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.
4 comments
[ 4.2 ms ] story [ 32.8 ms ] thread1. "AI" is oversold and over-hyped.
2. NVDA is oversold and over-hyped.
A correction is natural though. Both on AI hype and NVDA value.