$1 trillion of AI Capex spend. $20 billion of revenue. AI is a bubble. There is a NON-zero chance that tomorrow’s AI boom ends tomorrow.
I don’t know who needs to hear this but… There is a NON-zero chance that tomorrow’s AI boom ends tomorrow. I’m not betting that way, but it is important to realize that there is a non-zero chance it all ends tomorrow with $NVDA earnings. Some of ya’ll way too concentrated.… — I Sell Options Guy …