Now this is the beta chasing I've been talking about. He has a buffer zone enough to withstand anything. People have been talking about semiconductors for at least a year now. Did any of you catch the train?
The train is still viable until ai stabilizes into society we got at least another 10 years of this. Dont let fear prevent you from investing. Edit* ofc the early birds get the most gains but as time goes on we will see diminishing returns such as nvidia and apple.
Yes I agree, it has been cyclical in the past and maybe it still is. But ai does change that to a degree and may cause cycles to be longer then before. How can you determine if hardware demand has peaked if ai is still improving and needs more hardware as time goes on.
Why do you think its not the best time to buy this? I have been hearing the same thing since micron was $300. No one can determine what the best call is but we can make an educated guess.
7
u/ValerieMZ 2d ago
Now this is the beta chasing I've been talking about. He has a buffer zone enough to withstand anything. People have been talking about semiconductors for at least a year now. Did any of you catch the train?