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by rvz 485 days ago
NVDA growth will begin to slow down to the point to about *just* meeting expectations. There are too many eyes on NVDA expecting a repeat of those massive beat in results of the past.

You won't get the massive unexpected gains you had before in the past. All just as expected.

Instead what you should be waiting for is what will DeepSeek AI be releasing that will question the valuations of these startups.

Nvidia will still be fine, but I'm seeing a repeat of 1999 hype forming with lots of so-called "AI startups" getting trapped with over-valuation.

1 comments

> a repeat of 1999 hype forming with lots of so-called "AI startups" getting trapped with over-valuation.

Oh yes: "Pre-product AI ‘company’ now valued at $30bn" - https://www.ft.com/content/70310b03-6bd6-46e2-b842-8db474ff0...