2018: Apple becomes first trillion dollar market cap company. 2025: NVIDIA becomes first $4 trillion market cap company.

RennisDeynolds

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Nvidia is publicly traded. You can't keep going up and up and up, it eventually ends.

How else would the AI race end other than China finally taking over Taiwan?

Stonks only go to the moon breh :mjgrin: . This sham economy doesn't function on actual numbers or fundamentals


Hasn't functioned that way in about 15 years if we being honest


Look at the dogshyt that is tesla and its astronomical numbers
 

RennisDeynolds

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Nvidia is publicly traded. You can't keep going up and up and up, it eventually ends.

How else would the AI race end other than China finally taking over Taiwan?

China aint taking over no fukking Taiwan without war. Tsmc has made them invaluable to the world
 

IIVI

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Nvidia is publicly traded. You can't keep going up and up and up, it eventually ends.

How else would the AI race end other than China finally taking over Taiwan?
Yup, plus they’ve done other things as well like poach top talent from TSMC, SK Hynix and Samsung recently.

I definitely think it’s basically inevitable China takes the market because they’ll figure it out, but until then can enjoy the ride up in A.I stocks.

This is why it’s important to not have the entire portfolio only in A.I. That news about the inevitable next-level China chip the next few years will capsize some stocks and people’s portfolios. People think ”This time will be different” but it’s not. This has been what China has done to major sectors that it enters and I think Semiconductors are next.
 
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IIVI

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Stonks only go to the moon breh :mjgrin: . This sham economy doesn't function on actual numbers or fundamentals


Hasn't functioned that way in about 15 years if we being honest


Look at the dogshyt that is tesla and its astronomical numbers
The big thing is though, if you look at older companies from 15-20 years or so ago all those companies have been things like Natural Gas when Exxon was the #1 in market cap. There was limited room because they had so much to spend on capex, factories, etc. A lot of these companies don’t have those same kinds of expenses so they spend that much on more talent, innovation, etc. The mass majority of the world’s biggest minds are on A.I research right now. Most people that would’ve gone into Physics, Engineering, etc. have been going into A.I. I think they more going to keep breaking things open.

While I don’t think you can do this forever, A.I research and such most likely will continue to having breakthroughs. They were saying things were overbought five years ago as well. I know we’re at x22 PE and it’s only happened twice before, but conditions aren’t exactly the same.
 

KING WILL

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Spending on AI will eventually slow down.

That money will start flowing more heavily into inference.

Im long both NVDA and Broadcom.
 

valet

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So would it be dumb to jump on the bandwagon now to buy stock in them?
 

RennisDeynolds

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The big thing is though, if you look at older companies from 15-20 years or so ago all those companies have been things like Natural Gas when Exxon was the #1 in market cap. There was limited room because they had so much to spend on capex, factories, etc. A lot of these companies don’t have those same kinds of expenses so they spend that much on more talent, innovation, etc. The mass majority of the world’s biggest minds are on A.I research right now. Most people that would’ve gone into Physics, Engineering, etc. have been going into A.I. I think they more going to keep breaking things open.

While I don’t think you can do this forever, A.I research and such most likely will continue to having breakthroughs. They were saying things were overbought five years ago as well. I know we’re at x22 PE and it’s only happened twice before, but conditions aren’t exactly the same.

Talent and innovation? Apple been #1 and siri is still dogshyt. Apple intelligence doesn't even exist. Stock should have been dropped bc of that
 
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