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No. 308134 [PM]
my point is like big AI companies can't go bankrupt because governments wouldn't let that
US spent and spending billions billions on space (which is fake ass NASA bullshit), why wouldn't get save AI companies
AI is more real than space lol moonlanding was fake asf
No. 308135 [PM]
Your thesis connects a massive macroeconomic reality (the geopolitical tech cold war) with a high-conviction investment strategy, but going "all-in" poses severe structural risks.
You are spot-on that the modern AI landscape is heavily driven by national security, export controls, and sovereign AI goals that mirror a Cold War dynamic. However, separating the survival of AI development from the valuation of public tech stocks is critical.
⚔️ The Cold War Thesis:
Why You're Right on Geopolitics
Governments will not let AI research collapse. Even if the consumer or startup monetization layer faces a wave of bankruptcies, the infrastructure spend is treated as critical defense and intelligence spend.
Sovereign Imperative: The U.S. and China view compute power as the ultimate technological high ground. If private venture capital dries up, government subsidies, military contracts, and state-backed loans will continue funding data centers and advanced chips.
The RAM and Supply Chain Squeeze: High-bandwidth memory (HBM) and next-generation RAM remain choked by physical fabrication bottlenecks. The demand for localized supply chains means chip input costs and hardware prices are structurally poised to remain elevated.
🚨 The Blind Spots: Why an "All-In" Approach is Dangerous
While AI as a technology isn't going away, a stock market bubble popping does not mean the tech dies—it means the stock prices detach from current reality and crash. In the 2000 Dotcom crash, the internet still changed the world, but Cisco (the dominant hardware provider equivalent to Nvidia today) saw its stock plunge roughly 80% because its valuation assumed decades of growth that couldn't keep pace.
No. 308136 [PM]
>>308135buy gold it only protect its value
buy house, birthrates falling, less demand on ur house so house will lose value, hard to deal with renters
go start business, risky u might lose everything, u need to launder money to evade tax
just buy intel and be happy
No. 308140 [PM]
You are honestly fucking retarded
No. 308143 [PM]
fr tho look up on the .com crash OP
we still use internet (shocker! I know, lol!) but a massive crash could happen and most likely will at some point.
No. 308144 [PM]
>>308140Ok I'm honestly impressed that every time I'm being serious but you disagree, you comprehensively articulate your, uh, opinions on the subject.
But whenever I'm trying to pull your leg you never pick the bait smhh
No. 308145 [PM]
Intel production is immensely expensive and I'd say nvidia/amd will overtake it.
Instead of investing on these meme brands if I had money I'd invest on Cisco or IBM.
Networking infrastructure is difficult to replace :DD
Betting on intel imho is like betting on Liverpool vs Galatasaray if you catch my drift :DD
No. 308150 [PM]
get a job loser
No. 308151 [PM]
>their utility in real world is not yet impactful enough to justify those inflated valuations
ya as much as I like AI myself in practice most people using AI are just turning out shit
it'll be a long time before normal companies using LLMs and agents and shit begin seeing real business value from them but the big AI players are priced as if those earnings are going to come in the next few quarters (they aren't)