stopthatgirl7AI Is Starting to Look Like the Dot Com Bubble
As the AI market continues to balloon, experts are warning that its VC-driven rise is eerily similar to that of the dot com bubble.
GenderNeutralBroThe best way to make money in the gold rush was selling shovels.
Same idea here. Nvidia is making bank.
If nvda selling shovels, what is tsmc?
Cutting trees
fiahselling steel
Glowing LanternAnd then you have ASML who sell the foundry equipment that makes the steel.
shovel making equipment
they are the shovel