Sources
Arrakis GlobalAre we really even debating that the AI bubble has burst ๐ซง? AI & related infrastructure stocks, peak to today: (Reminds me of 2021 ZIRP names) $CIEN -40% $COHR -42% $CEG -43% $ALAB -60% $HPE -37% $ANET -42% $AMD -42% $NVDA -29% $ASML -40% $VST -41% $SMCI -67% $VRT -50%
The AI Investor
$NVDA is now trading at a ~50% to ~100% discount relative to its 10-year average. Makes sense if we're at the end of the AI cycle. Are we? https://t.co/m4CAK43eqk https://t.co/ymwc5warI5
Diego | AI ๐ - e/acc ๐ฐ Appleโs $1 Billion AI on NVIDIA๐ Apple is making a bold pivot, dropping $1B on Nvidia servers to supercharge its generative AI push โ teaming up with Dell and Super Micro to build a cutting-edge AI infrastructure after falling behind in the race. โฑ๏ธ๐ค https://t.co/xBp4QxrdW8
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