Jennifer Kayla | Theogrin 🦊 on Nostr: Chris Trottier I get that some folks are traditionally bearish on tech stocks and ...
Chris Trottier (npub1jeq…jglm)
I get that some folks are traditionally bearish on tech stocks and often that's a reasonable position to take. In truth I see a lot of bubbles about to pop WRT LLMs in the next two years.
But now that the miners' stranglehold on the GPU market has collapsed due to a mixture of crypto no longer being 'in vogue' and more specialized cards being produced to differentiate them from the typical consumer market, I've seen a lot of folks finally taking the plunge on replacing their old 1050 Tis or whatnot.
Who takes a short position in *that* kind of climate?!
I get that some folks are traditionally bearish on tech stocks and often that's a reasonable position to take. In truth I see a lot of bubbles about to pop WRT LLMs in the next two years.
But now that the miners' stranglehold on the GPU market has collapsed due to a mixture of crypto no longer being 'in vogue' and more specialized cards being produced to differentiate them from the typical consumer market, I've seen a lot of folks finally taking the plunge on replacing their old 1050 Tis or whatnot.
Who takes a short position in *that* kind of climate?!