NVDA
NVIDIA
-- 139.930 TSLA
Tesla
-- 454.130 RGTI
Rigetti Computing
-- 15.4400 LAES
SEALSQ Corp
-- 8.760 PLTR
Palantir
-- 82.140 
$Global X Artificial Intelligence & Technology ETF (AIQ.US)$...
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Good analysis on the worry for the Ai Bubble. Solidifies the fundamentals for bull case in $NVIDIA (NVDA.US)$ particularly; as more players join the bandwagon, seems the cake only gets bigger. Salient point is that Ai is assumed to mean generative Ai; however NVIDIA current revenues do include refurbishment of existing infrastructure since accelarated computing costs has ow tipped traditional server x86 servers. Does this mean $Intel (INTC.US)$ will have to face some headwinds.
Good analysis on the worry for the Ai Bubble. Solidifies the fundamentals for bull case in $NVIDIA (NVDA.US)$ particularly; as more players join the bandwagon, seems the cake only gets bigger. Salient point is that Ai is assumed to mean generative Ai; however NVIDIA current revenues do include refurbishment of existing infrastructure since accelarated computing costs has ow tipped traditional server x86 servers. Does this mean $Intel (INTC.US)$ will have to face some headwinds.
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