Nov. 25 at 2:13 AM
This looks like a classic overreaction.
Even if
$META allocates part of their future compute to TPUs, the broader AI infrastructure cycle is far too large for it to materially dent NVIDIA’s long-term position.
Here’s the reality:
🤖 AI demand is exploding, not shrinking
🚀 Every major player is scaling compute, not reducing
💻 NVIDIA is still the industry standard for training workloads
🔀
$META,
$GOOGL,
$MSFT,
$AMZN all run hybrid architectures
🧠 TPU adoption does not remove the need for GPUs
📦 Supply constraints are so tight that multiple providers can win simultaneously
This move is fear, not fundamentals.
If anything, it creates the exact type of pullback I like to see for adding exposure into strength-demand names.
Not financial advice, just my perspective based on the real demand curve and the reality that AI is still in inning 2, not inning 9.
Discipline. Levels. Opportunity.
-CWICK
