I just leave $AMD $NVDA and $KLAC lying around. The drop has been too high for me since the beginning of the year. It reminds me too much of the metaverse hype of Q4 2022 where everything with cloud and cloud hardware only worked because so much was anticipated. Then came the decelerated reality. I see a similar risk here. It is certainly one of the topics of the future. However, companies must be given time to grow into it, otherwise I see major disappointments for many here who are very late to the game.
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@KapriolenCapital best to get out before the numbers 🫣
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@BMWM1 If the numbers are good, I want to see your BMW in Nvidia colors
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@KapriolenCapital would also fit 😅
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