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by incomingpain 307 days ago
The problem of the dot com boom was valuations on the stock market. You really cant point to the same problem occurring today. Nvidia is probably valued 2-3x higher than they ought to be, but not really anyone else; and its understandable why they are doing great. Rocm is trash compared to cuda.

There are no "pets.com" type ridiculous valuations.

I dont see the AI bubble at all.