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by 1970-01-01 212 days ago
The writing is on the (tomshardware.com) wall. Don't invest in AI. Invest in power, HDDs, GPUs, HVAC equipment, etc.

https://news.ycombinator.com/item?id=45896707
2 comments
throwaway81348 212 days ago
what are relevant stocks or indexes?
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nateb2022 210 days ago
ASML ($ASML), Western Digital ($WDC), etc.
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bdangubic 212 days ago
not sure I'd want to invest something that is on backorder for 2 years :)
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