151654992 : Good point, but we don't design and manufacture parts the way we used to in the 90s anymore. We are so much more advanced and efficient in what we do now. The supply and demand curve is not in phase with what it was, and so is the volatility.

Space Dust :

Space Dust : Sun Microsystems, and JAVA, are a more direct comparison.  to NVIDIA And Cuda..

TheZooman22 : This is not the Internet. This is A.I. at minimum  $ 15 T  paradigm shift in technology.

Space Dust : industrials and defense .. if more war..
banks, reits, and  short metals, .. if peace.

Surf At Risk : nice post. defense stocks tend to perform well if Middle East tension increase.

102362254 OP Surf At Risk : Thank you. That's true, geopolitical tensions in the Middle East often drive up demand for defense stocks. It's a sector that responds significantly to global instability.