Quote Originally Posted by Bretsky View Post
Perhaps, but dude, look at some of the earning reports coming out in the last two quarters of these AI driven stocks. They've truly made some F'ck you type profits and growth from 23 to 24. Some insane growth. If we get two more years of growth like this, even if it flattens out, those ignoring AI are missing out on a ton of profits. The earnings growth, in companies like NVDA, AMD, TSM (that I regrettably don't own yet) and many other stocks whose growth has been driving by AI is kinda crazy.
Sure but I don’t personally consider those AI stocks. Those are chip stocks. TSMC is the play here IMO because they will manufacture everyone’s custom silicon. I keep selling my Nvidia. I have culled in by 40% now after a 10x or so gain.