The AI hype seems to be fading, but honestly, I don't see a solid reason behind it. I mean, there are millions hooked on ChatGPT every day, and they can't even imagine life without it. And it hasn't even been a year since it blew up.
I'm betting there will be a flood of new AI-generated products on the horizon, and I'm pretty sure there's still a bunch of killer companies to invest in. $SMCI, for instance. Their ratios look solid in my book, and teaming up with Nvidia could totally launch them into the stratosphere. $MSFT, $NVDA, and $META – they're all sitting pretty to ride this wave.
But the real question is: Are we looking at a déjà vu of the dot-com bubble where Cisco got totally hammered, or are these players gonna keep dominating the market?
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