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.
Yeah, our memory prices have been affected too by the stupid AI shit.