I come back to a WSJ.com headline "Tech Rally Shows Signs of Losing Steam," and i think, here we go, another evergreen obit for tech that will cause so many less informed people to sell their best stocks....
It really is pathetic that we have to read still one more raft of stories about how the capital expenditures for AI are moronic and will crush those who spend. I can only think about what the people at Microsoft thought about trying to keep up with Google, or letting it just beat
I don't want to fight with the world but when i asked Nvidia directly are we facing decelerating growth ANYWHERE, in ANY product line, they said of course not. But that's today's narrative.