Seems the strategy is clear mega short nvidia to buy super leveraged intel and hope you can stay solvent longer than the market is irrationnal

I agree this is an obvious market failure because finance bros have become detached from reality even more than usual.

AI boom is starting to smell like DOT COM 2.0.

We have not seen that much improvement since gpt4, mostly cost reduction and UI convenience.

Current AI hype is not cashable, and I say that as an enthusiast who is building 15 kilowatt inference cluster in his living room.

We already have the major improvements already and we are nowhere close to done disgesting then.