Dec. 17 at 10:47 PM
$SPY There's a saying in real estate - don't buy the most expensive house in the neighborhood. Same applies to
$META $AAPL $GOOG as they spend gazillion dollars on the latest chips from
$NVDA. They too will realize the diminishing return on ROI which is why the Chinese are able to produce similar AI capabilities using lesser chips. That bling is just that - reflection of cash burn.
