| JEMC said: Their shares have gone up by quite a lot, yes. I don't know how long this bubble will last, but there always seems to be something new that keeps the industry on edge and shares on the rise, even if it doesn't make much sense. I remember that years ago there was a user here that worked in the stock market. I don't remember his username, but I think he was british. Maybe he could understand why the market acts this way, or maybe even they are caught off guard sometimes. |
On a more serious note, I do wish I had bought more Intel last June. Would have made out like a bandit.
Since AI agents are projected to increasingly consume more CPU juice, and the Nvidia ARM CPUs in Blackwell etc. likely won't be enough, yeah, that's going to be the next component to be rushed.
