ISTJ : No, any drop in technology costs will bring prosperity to the Industry.
For example, the drop in Cloud Computing costs has led to over a decade of prosperity in the Cloud Computing Industry, and Amazon's stock price did not fall due to the decrease in user costs and competition from Microsoft and Google, but instead reached multiple historical highs.
Similarly, the decline in electric vehicle manufacturing costs has created a booming electric vehicle market, and fierce competition has caused companies like BYD and Tesla to repeatedly break new stock price records.

ISTJ : with the Trump administration and massive adoptions by the institutions, at least $200k this year

ISTJ : The daily MACD shows a golden cross, which is very healthy.

ISTJ : India's influence at Google is deep-rooted, with a group of VPs generally being promoted insiders. The process of chopping firewood can be very complex to replace, unless there is a very strong successor at Google now.

ISTJ Thomas Njz : There’s no way around it; Nvidia is still attractive, while AMD is just a backup and a bargaining chip.

ISTJ OP Mike A663 : if you’re selling things other ppl can make then it’s true. if you’re selling things only you can make, then it’s absolutely FALSE, coz you have the market pricing power. basic law of demand and supply

ISTJ OP 105251507 : they’re catching up, but still at least a decade behind. making cutting edge chips requires the latest photolithography machines, the US government already banned selling the machines to China years ago. and manufacturing photolithography machines requires patented technologies from different countries/regions like US, Europe, Japan etc, which involves another layer of export bans

ISTJ OP Mike A663 : Name something can replace Blackwell + CUDA in the current market

ISTJ : ppl panic abt deepseek and potential growth concerns abt AI chip demands. But the panic is temporary, coz AGI is the ultimate goal and the trend will continue. it’s a buying opportunity for chip stocks