[yinser]

Hardware is always a leading winner in tech super cycles followed by larger wins by software. NVIDIA was always going to lead market gains with AI before software catches up. It’s been this way with the personal computer, internet, and mobile super cycles.

[dtech]

And potential large market crashes. Yes Amazon and Google made massive gains, but very little of the tech stocks that were at all time highs in 2000 remain.

[havefunbesafe]

Selling picks and shovels

[detourdog]

It’s also the least agile.

[detourdog]

When I say this I think about all the stories in the early PC days of hardware getting buried in landfills due to over production.