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AI chip curbs, NVIDIA slips from peak: Chance or challenge?
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People who think about the market cap

AAPL market cap in 2000 was 18bil, it's 3.3T in 2024. Yes, there were QE and stuff, but this AI is just the beginning.
In 1980s, nobody needed Windows OS, they thought  it's only for the big corporate and military. In 2024 everyone has/had one of these Windows PC at home.
It's similar with NVDA, now Blackwell's for big corp and firms. One day, when everyone puts one at their home, that's insane.
Edit : I'm holding, only buy if it dips 10%.
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  • GreenHermes : Right, the GPUs are the type of brains made of silicone and will be everywhere. There is still a long way to reach this verdict, but human beings are maniacs, and there is no stop of it as far as I see it

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