Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management

Seeking Alpha08-02

Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, ...

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Comments

Dr Rck
08-05
Dr Rck
If not for AI, the whole industry is on slippery slope so let's see if it is overly hyped still, I think it is... building castle in the air!
Samsarah
08-03
Samsarah
They want people to sell their holdings so that they can buy cheap 😀
EarthSky88
08-03
EarthSky88
as always...stories created and released after prices moved [LOL]
SuperDuper1
08-02
SuperDuper1
The negative pitch coming only after a 10% drop.. when it was going up after the stock split , there were no nay sayers..
- EarthSky88:
  totally agreed with you
大吉大利发大财
08-02
大吉大利发大财
Most of analyst just follow the movie than talk the story to others and it's totally doesn't make sense
Icywinddale
08-02
Icywinddale
Nonsense

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Elliott Management\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-02 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, ...</p>\n\n<a href=\"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0061475181.USD","symbol_name":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","start_time":0,"source_url":"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management","article_id":"2456286685","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2456286685","pubTimestamp":1722609000,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Ell","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4551":"寇图资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4548":"巴美列捷福持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4529":"IDC概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4585":"ETF&股票定投概念","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4587":"ChatGPT概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4141":"半导体产品","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4503":"景林资产持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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The stock is also down 9.23% from a month ago. Nvidia briefly became the world's largest company with a market cap of more than $3.3T.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":335212428406872,"gmtCreate":1722845634831,"gmtModify":1722845637917,"author":{"id":"3576157343730083","authorId":"3576157343730083","name":"Dr Rck","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3576157343730083","authorIdStr":"3576157343730083"},"htmlText":"If not for AI, the whole industry is on slippery slope so let's see if it is overly hyped still, I think it is... building castle in the air!","listText":"If not for AI, the whole industry is on slippery slope so let's see if it is overly hyped still, I think it is... building castle in the air!","text":"If not for AI, the whole industry is on slippery slope so let's see if it is overly hyped still, I think it is... building castle in the air!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335212428406872","repostId":2456286685,"repostType":2,"repost":{"id":"2456286685","kind":"highlight","pubTimestamp":1722609000,"share":"https://ttm.financial/m/news/2456286685?lang=&edition=fundamental","pubTime":"2024-08-02 22:30","market":"us","language":"en","title":"Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management","url":"https://stock-news.laohu8.com/highlight/detail?id=2456286685","media":"Seeking Alpha","summary":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Ell","content":"<html><head></head><body><p style=\"text-align: left;\">Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.</p><p style=\"text-align: left;\">In a letter to its clients published by The Financial Times, Elliott Management said that the technology mega-caps, such as Nidia, are in a “bubble land” and that the hedge fund is skeptical that these companies will continue to purchase Nvidia’s (NVDA) graphic processing units in such huge volumes.</p><p style=\"text-align: left;\">Elliot said that many AI applications are not ready for “prime time” and that many of the expected uses are “never going to be cost-efficient; are never going to actually work right” and that they “will take up too much energy or will prove to be untrustworthy.”</p><p style=\"text-align: left;\">The chipmaker stocks have suffered some losses due to concerns about heavy -- tens of billions of dollars -- AI spending for infrastructure.</p><p style=\"text-align: left;\">Nvidia Corp. is down 4.8% today so far, after a 110% year-to-date gain. The stock is also down 9.23% from a month ago. Nvidia briefly became the world&#39;s largest company with a market cap of more than $3.3T.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-02 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, ...</p>\n\n<a href=\"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4551":"寇图资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4548":"巴美列捷福持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4529":"IDC概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4585":"ETF&股票定投概念","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4587":"ChatGPT概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4141":"半导体产品","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4503":"景林资产持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2456286685","content_text":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Elliott Management said that the technology mega-caps, such as Nidia, are in a “bubble land” and that the hedge fund is skeptical that these companies will continue to purchase Nvidia’s (NVDA) graphic processing units in such huge volumes.Elliot said that many AI applications are not ready for “prime time” and that many of the expected uses are “never going to be cost-efficient; are never going to actually work right” and that they “will take up too much energy or will prove to be untrustworthy.”The chipmaker stocks have suffered some losses due to concerns about heavy -- tens of billions of dollars -- AI spending for infrastructure.Nvidia Corp. is down 4.8% today so far, after a 110% year-to-date gain. The stock is also down 9.23% from a month ago. Nvidia briefly became the world's largest company with a market cap of more than $3.3T.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":334296663122152,"gmtCreate":1722648830738,"gmtModify":1722654521179,"author":{"id":"3584513219545047","authorId":"3584513219545047","name":"Samsarah","avatar":"https://static.tigerbbs.com/7deef8bedb3be98c6ad36e4afc0f3fbb","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":5,"crmLevelSwitch":1,"idStr":"3584513219545047","authorIdStr":"3584513219545047"},"htmlText":"They want people to sell their holdings so that they can buy cheap 😀","listText":"They want people to sell their holdings so that they can buy cheap 😀","text":"They want people to sell their holdings so that they can buy cheap 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334296663122152","repostId":2456286685,"repostType":4,"repost":{"id":"2456286685","kind":"highlight","pubTimestamp":1722609000,"share":"https://ttm.financial/m/news/2456286685?lang=&edition=fundamental","pubTime":"2024-08-02 22:30","market":"us","language":"en","title":"Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management","url":"https://stock-news.laohu8.com/highlight/detail?id=2456286685","media":"Seeking Alpha","summary":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Ell","content":"<html><head></head><body><p style=\"text-align: left;\">Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.</p><p style=\"text-align: left;\">In a letter to its clients published by The Financial Times, Elliott Management said that the technology mega-caps, such as Nidia, are in a “bubble land” and that the hedge fund is skeptical that these companies will continue to purchase Nvidia’s (NVDA) graphic processing units in such huge volumes.</p><p style=\"text-align: left;\">Elliot said that many AI applications are not ready for “prime time” and that many of the expected uses are “never going to be cost-efficient; are never going to actually work right” and that they “will take up too much energy or will prove to be untrustworthy.”</p><p style=\"text-align: left;\">The chipmaker stocks have suffered some losses due to concerns about heavy -- tens of billions of dollars -- AI spending for infrastructure.</p><p style=\"text-align: left;\">Nvidia Corp. is down 4.8% today so far, after a 110% year-to-date gain. The stock is also down 9.23% from a month ago. Nvidia briefly became the world&#39;s largest company with a market cap of more than $3.3T.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-02 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, ...</p>\n\n<a href=\"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4551":"寇图资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4548":"巴美列捷福持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4529":"IDC概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4585":"ETF&股票定投概念","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4587":"ChatGPT概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4141":"半导体产品","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4503":"景林资产持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2456286685","content_text":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Elliott Management said that the technology mega-caps, such as Nidia, are in a “bubble land” and that the hedge fund is skeptical that these companies will continue to purchase Nvidia’s (NVDA) graphic processing units in such huge volumes.Elliot said that many AI applications are not ready for “prime time” and that many of the expected uses are “never going to be cost-efficient; are never going to actually work right” and that they “will take up too much energy or will prove to be untrustworthy.”The chipmaker stocks have suffered some losses due to concerns about heavy -- tens of billions of dollars -- AI spending for infrastructure.Nvidia Corp. is down 4.8% today so far, after a 110% year-to-date gain. The stock is also down 9.23% from a month ago. Nvidia briefly became the world's largest company with a market cap of more than $3.3T.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":334176104849496,"gmtCreate":1722619260215,"gmtModify":1722619264965,"author":{"id":"4164252831191162","authorId":"4164252831191162","name":"EarthSky88","avatar":"https://community-static.tradeup.com/news/9179fc040d7ccd7b5bb8588ee85e6daa","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"idStr":"4164252831191162","authorIdStr":"4164252831191162"},"htmlText":"as always...stories created and released after prices moved&nbsp;[LOL]&nbsp;&nbsp;","listText":"as always...stories created and released after prices moved&nbsp;[LOL]&nbsp;&nbsp;","text":"as always...stories created and released after prices moved [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334176104849496","repostId":2456286685,"repostType":2,"repost":{"id":"2456286685","kind":"highlight","pubTimestamp":1722609000,"share":"https://ttm.financial/m/news/2456286685?lang=&edition=fundamental","pubTime":"2024-08-02 22:30","market":"us","language":"en","title":"Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management","url":"https://stock-news.laohu8.com/highlight/detail?id=2456286685","media":"Seeking Alpha","summary":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Ell","content":"<html><head></head><body><p style=\"text-align: left;\">Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.</p><p style=\"text-align: left;\">In a letter to its clients published by The Financial Times, Elliott Management said that the technology mega-caps, such as Nidia, are in a “bubble land” and that the hedge fund is skeptical that these companies will continue to purchase Nvidia’s (NVDA) graphic processing units in such huge volumes.</p><p style=\"text-align: left;\">Elliot said that many AI applications are not ready for “prime time” and that many of the expected uses are “never going to be cost-efficient; are never going to actually work right” and that they “will take up too much energy or will prove to be untrustworthy.”</p><p style=\"text-align: left;\">The chipmaker stocks have suffered some losses due to concerns about heavy -- tens of billions of dollars -- AI spending for infrastructure.</p><p style=\"text-align: left;\">Nvidia Corp. is down 4.8% today so far, after a 110% year-to-date gain. The stock is also down 9.23% from a month ago. Nvidia briefly became the world&#39;s largest company with a market cap of more than $3.3T.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-02 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, ...</p>\n\n<a href=\"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4551":"寇图资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4548":"巴美列捷福持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4529":"IDC概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4585":"ETF&股票定投概念","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4587":"ChatGPT概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4141":"半导体产品","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4503":"景林资产持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2456286685","content_text":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Elliott Management said that the technology mega-caps, such as Nidia, are in a “bubble land” and that the hedge fund is skeptical that these companies will continue to purchase Nvidia’s (NVDA) graphic processing units in such huge volumes.Elliot said that many AI applications are not ready for “prime time” and that many of the expected uses are “never going to be cost-efficient; are never going to actually work right” and that they “will take up too much energy or will prove to be untrustworthy.”The chipmaker stocks have suffered some losses due to concerns about heavy -- tens of billions of dollars -- AI spending for infrastructure.Nvidia Corp. is down 4.8% today so far, after a 110% year-to-date gain. The stock is also down 9.23% from a month ago. Nvidia briefly became the world's largest company with a market cap of more than $3.3T.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":334145877217416,"gmtCreate":1722611881073,"gmtModify":1722611884505,"author":{"id":"4136897647765072","authorId":"4136897647765072","name":"SuperDuper1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"4136897647765072","authorIdStr":"4136897647765072"},"htmlText":"The negative pitch coming only after a 10% drop.. when it was going up after the stock split , there were no nay sayers..","listText":"The negative pitch coming only after a 10% drop.. when it was going up after the stock split , there were no nay sayers..","text":"The negative pitch coming only after a 10% drop.. when it was going up after the stock split , there were no nay sayers..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/334145877217416","repostId":2456286685,"repostType":2,"repost":{"id":"2456286685","kind":"highlight","pubTimestamp":1722609000,"share":"https://ttm.financial/m/news/2456286685?lang=&edition=fundamental","pubTime":"2024-08-02 22:30","market":"us","language":"en","title":"Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management","url":"https://stock-news.laohu8.com/highlight/detail?id=2456286685","media":"Seeking Alpha","summary":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Ell","content":"<html><head></head><body><p style=\"text-align: left;\">Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.</p><p style=\"text-align: left;\">In a letter to its clients published by The Financial Times, Elliott Management said that the technology mega-caps, such as Nidia, are in a “bubble land” and that the hedge fund is skeptical that these companies will continue to purchase Nvidia’s (NVDA) graphic processing units in such huge volumes.</p><p style=\"text-align: left;\">Elliot said that many AI applications are not ready for “prime time” and that many of the expected uses are “never going to be cost-efficient; are never going to actually work right” and that they “will take up too much energy or will prove to be untrustworthy.”</p><p style=\"text-align: left;\">The chipmaker stocks have suffered some losses due to concerns about heavy -- tens of billions of dollars -- AI spending for infrastructure.</p><p style=\"text-align: left;\">Nvidia Corp. is down 4.8% today so far, after a 110% year-to-date gain. The stock is also down 9.23% from a month ago. Nvidia briefly became the world&#39;s largest company with a market cap of more than $3.3T.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-02 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, ...</p>\n\n<a href=\"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4551":"寇图资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4548":"巴美列捷福持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4529":"IDC概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4585":"ETF&股票定投概念","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4587":"ChatGPT概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4141":"半导体产品","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4503":"景林资产持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2456286685","content_text":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Elliott Management said that the technology mega-caps, such as Nidia, are in a “bubble land” and that the hedge fund is skeptical that these companies will continue to purchase Nvidia’s (NVDA) graphic processing units in such huge volumes.Elliot said that many AI applications are not ready for “prime time” and that many of the expected uses are “never going to be cost-efficient; are never going to actually work right” and that they “will take up too much energy or will prove to be untrustworthy.”The chipmaker stocks have suffered some losses due to concerns about heavy -- tens of billions of dollars -- AI spending for infrastructure.Nvidia Corp. is down 4.8% today so far, after a 110% year-to-date gain. The stock is also down 9.23% from a month ago. Nvidia briefly became the world's largest company with a market cap of more than $3.3T.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":334176129159424,"gmtCreate":1722619275199,"gmtModify":1722619280101,"authorId":4164252831191162,"author":{"id":4164252831191162,"idStr":"4164252831191162","authorId":4164252831191162,"name":"EarthSky88","avatar":"https://community-static.tradeup.com/news/9179fc040d7ccd7b5bb8588ee85e6daa","vip":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.17","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":334145877217416,"type":1,"supId":0,"prevId":0,"content":"totally agreed with you","text":"totally agreed with you","html":"totally agreed with you"}],"langContent":"EN"},{"id":334142757744816,"gmtCreate":1722611242432,"gmtModify":1722611246110,"author":{"id":"4087397293972330","authorId":"4087397293972330","name":"大吉大利 发大财","avatar":"https://community-static.tradeup.com/news/83ec8c7338b375ab4199b4781f35e312","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"idStr":"4087397293972330","authorIdStr":"4087397293972330"},"htmlText":"Most of analyst just follow the movie than talk the story to others and it's totally doesn't make sense","listText":"Most of analyst just follow the movie than talk the story to others and it's totally doesn't make sense","text":"Most of analyst just follow the movie than talk the story to others and it's totally doesn't make sense","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334142757744816","repostId":2456286685,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":334136701460720,"gmtCreate":1722609643312,"gmtModify":1722609647035,"author":{"id":"3574807189087941","authorId":"3574807189087941","name":"Icywinddale","avatar":"https://static.itradeup.com/news/3bd2fbf9d90e26b2f600b2c5d7c54244","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574807189087941","authorIdStr":"3574807189087941"},"htmlText":"Nonsense","listText":"Nonsense","text":"Nonsense","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334136701460720","repostId":2456286685,"repostType":2,"repost":{"id":"2456286685","kind":"highlight","pubTimestamp":1722609000,"share":"https://ttm.financial/m/news/2456286685?lang=&edition=fundamental","pubTime":"2024-08-02 22:30","market":"us","language":"en","title":"Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management","url":"https://stock-news.laohu8.com/highlight/detail?id=2456286685","media":"Seeking Alpha","summary":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Ell","content":"<html><head></head><body><p style=\"text-align: left;\">Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.</p><p style=\"text-align: left;\">In a letter to its clients published by The Financial Times, Elliott Management said that the technology mega-caps, such as Nidia, are in a “bubble land” and that the hedge fund is skeptical that these companies will continue to purchase Nvidia’s (NVDA) graphic processing units in such huge volumes.</p><p style=\"text-align: left;\">Elliot said that many AI applications are not ready for “prime time” and that many of the expected uses are “never going to be cost-efficient; are never going to actually work right” and that they “will take up too much energy or will prove to be untrustworthy.”</p><p style=\"text-align: left;\">The chipmaker stocks have suffered some losses due to concerns about heavy -- tens of billions of dollars -- AI spending for infrastructure.</p><p style=\"text-align: left;\">Nvidia Corp. is down 4.8% today so far, after a 110% year-to-date gain. The stock is also down 9.23% from a month ago. Nvidia briefly became the world&#39;s largest company with a market cap of more than $3.3T.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-02 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, ...</p>\n\n<a href=\"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4551":"寇图资本持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4548":"巴美列捷福持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4529":"IDC概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4585":"ETF&股票定投概念","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4587":"ChatGPT概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4141":"半导体产品","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4503":"景林资产持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/news/4133230-nvidia-is-in-a-bubble-and-the-ai-theme-is-overhyped-elliott-management","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2456286685","content_text":"Hedge fund Elliott Management said that Nvidia is in a bubble as the artificial intelligence theme pushing its share price is overhyped.In a letter to its clients published by The Financial Times, Elliott Management said that the technology mega-caps, such as Nidia, are in a “bubble land” and that the hedge fund is skeptical that these companies will continue to purchase Nvidia’s (NVDA) graphic processing units in such huge volumes.Elliot said that many AI applications are not ready for “prime time” and that many of the expected uses are “never going to be cost-efficient; are never going to actually work right” and that they “will take up too much energy or will prove to be untrustworthy.”The chipmaker stocks have suffered some losses due to concerns about heavy -- tens of billions of dollars -- AI spending for infrastructure.Nvidia Corp. is down 4.8% today so far, after a 110% year-to-date gain. The stock is also down 9.23% from a month ago. Nvidia briefly became the world's largest company with a market cap of more than $3.3T.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":14,"commentSize":9,"repostSize":8,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2456286685"}