I think AI is a real thing comparing to bitcoin and metaverse. CUDA and its GPU forms a great moat. No doubt that products such as midjourney, firefly, gpt will benefits industries such as graphic studio, designers, freelancers, TikTok influencers; being a copilot to administrative staff, civil service, or secretary etc.
But I looked at Nvidia finance report and PE, buying at $278 feel worse than buying Tesla at $400 given its slow growth recently.
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