I think US stocks are going to crash collectively, just don't know when! 😂
AI always has all sorts of ghost stories, which appear laughably stupid in the eyes of professionals.
The Deepseek shock made the market think that so much computing power isn't needed.
Google's memory technology revolution made the market think that so much memory isn't needed.
Look back at what the professionals are doing. They're fighting for electricity for computing power centers, with industry giants presenting evidence to TSMC to prove they have the money and the demand, begging TSMC to expand production. Tech giants are spending astronomical sums to hoard memory, causing $Apple(AAPL.US) to face a memory shortage.
So who's the fool? 🤔
$NVIDIA(NVDA.US)$Taiwan Semiconductor(TSM.US)$Micron Tech(MU.US)
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