$NVIDIA Corp(NVDA)$
2024 NVDA = 2000 CSCO $Cisco(CSCO)$ . Once the bubble pops you’ll be underwater for a minimum of 15+ years.
I see tech names like Meta $Meta Platforms, Inc.(META)$ /Aapl $Apple(AAPL)$ , both chasing AI, will be similar to F $Ford(F)$ chasing EVs and will crash similar to F when AI doesn’t produce profit similar to EVs not being profitable.
I am simply stunned we could get a bubble like this in a 5.5% interest rate environment
Semiconductor Companies & Industry DIG
The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics.
What companies in your watchlist? Do you have special comments to share?
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