Jesse Felder: What if AI isn’t the next big thing after all?

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via jessefelder

Jensen Huang has now accomplished in just 6 weeks what it took Warren Buffett 60 years to do.

But the market’s growing dependence upon just one stock may not be very healthy.

In fact, by certain measures the broader market now exhibits more signs of fragility than at any time in decades.

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What’s more, the history of the AI Hype cycle suggests that Nvidia’s recent success may not be sustainable.

Because what if AI isn’t the next big thing after all?


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