[chatmasta]

Investors are herd animals. If you were to invest in tech companies by what you read on HN, you'd often beat wall street investments by multiple years or months. I'll always remember reading a 2013 analysis of AMZN by Morgan Stanley that spent a few dozen pages comparing Amazon to Walmart and didn't make a single mention of AWS.

Similarly the AI thesis for NVDA has been clear for multiple years, even if it got obscured a bit by the Crypto thesis. Deep learning and ML has been an obvious trend that requires increasing amounts of GPU power since at least 2017. There are basically two companies manufacturing GPUs and Nvidia is one of them. It shouldn't take a genius to have picked that stock.

Frankly we should amend the old quote about the barber recommending a stock to be about Wall Street recommending a stock. By the time the finance bros catch on to a trend, it's too late for the tech bros to profitably invest in it.