What is your opinion of the Goldman analyst's statement?
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@Tenbagger2024 I think the term AI is very overrated. Every statement is simply given the term AI and everyone leaves. At the moment, it's already very attenuated, but many companies now have to keep it up.
NVIDIA has the advantage that they are so broadly positioned and the competition is still far behind.
In general, however, I think that this journey will come to an end.
NVIDIA has the advantage that they are so broadly positioned and the competition is still far behind.
In general, however, I think that this journey will come to an end.
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@MitVerstandzumKapital
It was the same at the end of the Internet bubble.
Many companies did not deliver what they promised and disappeared. And new ones have emerged.
Many Internet providers have disappeared or been taken over.
That's why I would only invest a small amount in small companies.
The big ones will still be able to survive without AI
It was the same at the end of the Internet bubble.
Many companies did not deliver what they promised and disappeared. And new ones have emerged.
Many Internet providers have disappeared or been taken over.
That's why I would only invest a small amount in small companies.
The big ones will still be able to survive without AI
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•@Tenbagger2024 They will certainly survive, but will they be able to deliver what is expected of them in the long term? I think that too much is being priced into share prices too quickly. I've seen a lot since 2008. Above all, at some point it will be "normal", which is currently still leading to surprises and so on. I would definitely also make sure to take a few profits from time to time.
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