@scratchy_scrap $NVDA has a more fundamental compute moat .its both a bet on AI and robotics
Intel and rumors have it samsung are entering into the custom ASICs market so $AVGO is getting competition. They have no moat.
Also if betting on ASICs then $INTC has a better chart
Berkshire, arguably the most conservative allocators are deploying billions from Buffet’s fortress of cash to buy Alphabet at near ATHs
Buffet might be senile and retired but i see his hand.
He has blessed the bubble and the mania is only beginning
@aitumik If we scale energy and more compute comes online, then we can squeeze out more tokens and soon the global maxima will be within reach
Ad astra
you should never underestimate the value of compounding your knowledge, your skills and your confidence.
If you have even a little bit of talent, and your mom would say that you do, pursuing your passion is by far the best investment you could make.
go all in.
Listening to Dan Loeb
We just had Stan a few months ago and now Loeb
The greats are coming out of the woods to shill and you’re a doomer
Higher for longer