this post was submitted on 21 Nov 2025
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The stock is down because the Overton window has shifted. Two or three months ago, AI was the future and question that was lunacy. Now it is a mainstream point of discussion that AI is a giant bubble, that it is entirely likely to pop at some point, and that the efforts pushing it so hard are bordering on irrational given the actual capability of the product.
If AI bubble pops, Nvidia loses. No more big tech companies with blank checks and open orders for AI chips that basically amount to 'please send us as many AI chips as you can manufacture whatever it costs we will pay'.
And, if anything there may be a surplus of AI chips and hardware in the market as companies that have built entire data centers for AI suddenly realize that paying millions for electricity so online idiots can generate videos of cats racing Roombas down F1 tracks is not a trillion-dollar business model.
I'll just be happy when gamers are able to get used GPUs at prices similar to "crypto crash" era or maybe even cheaper. That's one of the reasons I'm rooting for this bubble to pop.
woo hoo! I am thinking about the tower of my son's gaming computer who's nvidia card died.... and they were total dicks about replacing it. I can't wait to buy a better one at a major loss to them off ebay.
Sadly I think you may be disappointed. The GPUs used for AI are not typical graphics GPUs, they aren't on PCIe cards with video ports. They are set up in configurations designed to cram as many chips as possible into as small a space as possible while still providing power and cooling for 100% output on all of them.
they can be adapted, and will be in order to sell them.
There still are a high amount of 4090s, modified 4080s, and 5090s in AI deployment (especially for their cost compared to the specialized stuff). It probably won't be the vast majority of cards, but it'll be nice to see in the used market.
I live in silicon valley, once that bubble bursts I'm going straight to craigslist and ebay lol
I am with you man... going to the fire sales, second hand all the way. Even now... all my holiday purchases are secondhand, ebay, thrift, flea market purchases. Fuck the corporations.
Yeah, our memory prices have been affected too by the stupid AI shit.