The current hype revolves around the positive expectations for the upcoming earnings report. I’m skeptical about the future of Nvidia and other AI-related tech companies for several reasons, the primary one being that it’s clear they can’t easily compete in the global market, nor can they commodify AI as they originally planned. I fear the hype is just a way for investors to cash in before Nvidia crashes. Is there something I’m overlooking that would justify continuing to champion Nvidia?
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