Artificial Intelligence

[Spekulatius]

If memory prices stay up for 2 years and then crash back to earth, the memory chip stocks are not worth their current valuations. of this depends on how high meme y prices go and how far they mean revert.

 

I actually think NVDA has some resilience in terms of so margins and it the better bet here, if you even want to make one. I think for token usage to explode from here, the tokens need to get cheaper which is the way technology works anyways.