๐ #AIStocksWhatNext
Iโm more optimistic, but without rose-colored glasses.๐๐ถ๏ธ๐ฅธ๐ค๐ค
Nvidia promises to double chip sales as early as next year. Big AI companies keep reporting insane revenues, and computing costs are just out of this world. Demand is genuinely picking up speed. The only question is how long this can last. AI stocks are rising almost everywhere. It feels like itโs no longer just a rebound. Though who knows.
On the other hand, part of the industry is already screaming โslow down.โ And Trump, meanwhile, talks about some kind of AI Force and claims that artificial intelligence could bring as much as 25% of the U.S. GDP. Iโm more on the side of those who believe in government support. If the states really get behind it, then for AI stocks this could be a long story.
Iโm holding $NVDAB as my main position. A bit more in MSFT and GOOGL. And just a tiny bit of AMD as a backup.
What do you thinkโhas it already broken through, or is it still too early to think about something like this?
Iโm more optimistic, but without rose-colored glasses.๐๐ถ๏ธ๐ฅธ๐ค๐ค
Nvidia promises to double chip sales as early as next year. Big AI companies keep reporting insane revenues, and computing costs are just out of this world. Demand is genuinely picking up speed. The only question is how long this can last. AI stocks are rising almost everywhere. It feels like itโs no longer just a rebound. Though who knows.
On the other hand, part of the industry is already screaming โslow down.โ And Trump, meanwhile, talks about some kind of AI Force and claims that artificial intelligence could bring as much as 25% of the U.S. GDP. Iโm more on the side of those who believe in government support. If the states really get behind it, then for AI stocks this could be a long story.
Iโm holding $NVDAB as my main position. A bit more in MSFT and GOOGL. And just a tiny bit of AMD as a backup.
What do you thinkโhas it already broken through, or is it still too early to think about something like this?
