Tomorrow morning we will know whether to cash out or go on a buying spree. NVidia was 183 last I checked. I bought it at 179 and I should have gotten out at 212. I didn’t, so I am in it for the long term.
AI policing in streets and stores will need cheap chips, otherwise they’ll be stolen.
AI weeders, pickers and mowers will need cheap chips.
AI weapons will be a smaller market, and those chips should be suitable for military use.
It’s very important to hit and own the chip price/power sweet spot.