Thread 60772792

You have AI exposure, right?

>>60772792 (OP)
Through lithography, yes

>>60772797
No thanks, I'm not gay.

The only exposures I have is lead and asbestos.

>>60772797
based ASML eurobro
fuck mutts

>>60772792 (OP)
Is sound hound a meme? What are they gonna do besides automate drive thrus?

>>60772792 (OP)
>buying the top of the largest bubble since the dot com bubble
No thanks

>>60772966
Checked. Hopefully they replace me answering the phone for glowies. I'm so sick of you fucking people calling me with your problems - you can press 1 when your memaw falls and breaks her hip and I can continue watching Hogan's Heroes reruns.

>>60772970
This. I ain't touching that fucking thing. I'm actively avoiding AI exposure.

>>60772792 (OP)
giant shit stock. it was shilled relentless once a month for the past year. Now it went up a measly 100% a week ago and everyone is acting like they always liked it.

>>60772792 (OP)
yes but its AMD and NVDA

>>60772970
why do you antis think there is an ai bubble? The bubble this summer was stocks with crypto reserves like BMNR and then everyone got bored with it an moved onto IXHL. ai had its bubble in 2022 and has always just been a small bullish factor.

>>60775490
>ai had its bubble in 2022
jesus this is so fucking delusional it hurts.

AI is getting forced into everything now more than ever.

>>60775499
ai crypto and stocks went up 10x in the December 2022. that was the bubble.

>ai is everywhere now
no shit because ai art and bots is better than your patreon shit and onlyfans.
thats not a bubble, thats just you being a bitter luddite.

>>60772792 (OP)
I bought this at $5.50 and dumped it at $22

Thanks for the 4x you fucking retards
I put my gains into gold mining stocks and I'm already up 2x from that.
I will retire soon

>>60775490
AI is >30% of the stock market right now.

>>60775523
it doesn't make any money, you goof. you are delusional to look at nvidia's market cap and not think we are in a massive bubble

Yes, I got Link, bitch

>>60772792 (OP)
yes it's called SPY

>>60772816
>he isn't element exposure maxxing

>>60777316
NVIDIA is selling everything they manufacture before it even rolls off production.

>>60772797
Seems risky. When the news eventually arrive that China has cracked EUV, it could come tumbling down a lot

>>60775490
There's several reasons to think there could be an AI crash coming
(a) AI developers run into a brick wall and can't figure out how to create the much-vaunted holy grail of AGI
(b) The world runs out of training data
(c) Quality of training data drops because of contamination by unlabeled AI-produced material
(d) Chronic over-promising and under-delivery by the hype men of the AI industry eventually causes the investor hype train to run out of steam
(e) The Chinese competition catches up and do what the Chinese do in every industry: drive profit margins to zero

>>60777208
>gold mining stocks
>2x

Why are you gay?

>>60775490
There's several reasons to think there could be an AI crash coming:
(a) AI developers run into a brick wall and can't figure out how to create the much-vaunted holy grail of AGI
(b) The world runs out of training data
(c) Quality of training data drops because of contamination by unlabeled AI-produced material
(d) AI companies can't figure out a good way to make a profit on their products, especially not if there are good open-weight alternatives
(e) Chronic over-promising and under-delivery by the hype men of the AI industry eventually causes the investor hype train to run out of steam
(f) The Chinese competition catches up and do what the Chinese do in every industry: drive profit margins to zero

>>60772970
this

>>60780002
I doubt they have the capabilities to produce 1nm wafers from their own EUV machines in the near-future. ASML will keep its monopoly on sub-2nm chips.

>>60772797
>xhe's bagholding yuropoor shit
They have like 3 customers who don't need any more EUV machines. Pretty sad that this is the best yuropoors have to offer. Also a reddit stock