Comment NVIDIAS giant bubble (Score 1) 33
Nvidia is indeed a generation ahead. Which amounts to an approx. 1 year lead on R&D. Meanwhile, NVIDIA can't actually manufacture the chips they sell, and would have no ability to do so in less than 10 years. At any time they want, TSMC can capitalize on the AI Bubble by switching to their own Chinese chip design and stop or slow production for Nvidia/AMD. That's going to be a *big* adjustment for the S&P 500.