All the reasons why Nvidia will have a very hard time living up to the currently lofty expectations of the market.

An extremely informative article that goes into great lengths to explain why Nvidia of overvalued currently. Long but worth a read.

  • CodexArcanum@lemmy.dbzer0.comEnglish
    0·
    10 days ago

    I haven’t gotten to the finance part yet but his discussion on the state of AI currently is excellent. I’m going to post something later about my experiments with DS-R1 in offline form and playing with “the big model” through their apps. The differences are pretty interesting and the big model is quite impressive.

    Are you making any investment decisions today? I was thinking it might be a good day/week to “buy the dip” assuming NVidia actually is still a valuable company and will likely experience some overcorrection in the opposite direction. It’s been jittering all day but the downward trend continues for the moment.