Props, your analysis was awesome :) I am also extremely bullish, and also see it as the best leverage on AI stocks, the only important thing is to take the depreciation into account, which is partly uncertain depending on the technology leap, it may be that H100 will become unprofitable in 3 years ..... but: I Doubt it: Because we already see that in the AI hype eight year old GPUs are used because the demand is gigantic, nevertheless the depreciation could have a massive impact
•
11
•
@Aktienfox Thank you ✌️ I also think that the next few years will be very exciting!
••