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1. samrus+q4[view] [source] 2025-07-24 21:13:29
>>fancy_+(OP)
Agentic AI? How exactly does a chip manufacturer focus on agentic AI? Thats software. How does riding that hype bubble help them male better chips?
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2. ZiiS+25[view] [source] 2025-07-24 21:17:11
>>samrus+q4
Wanting to be Nvidia is fairly understandable.
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3. aleph_+8d[view] [source] 2025-07-24 21:55:55
>>ZiiS+25
I am not sure whether NVidia's luck will continue to last as it is currently.
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4. electr+FN[view] [source] 2025-07-25 02:50:01
>>aleph_+8d
Gaming, crypto, AI 36000 employees There are many others I would bet against instead of Nvidia.
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5. Jensso+3X[view] [source] 2025-07-25 04:37:22
>>electr+FN
You aren't betting against Nvidia, you are betting against the burden of trillions of profit the hype has put in Nvidia. Can Nvidia really generate that much profits? If not its overhyped and you should bet against it.
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