I’m speeding through Silicon Valley in a limousine, surrounded by billboards all depicting the same theme: artificial intelligence.
I’ve only seen this twice in my life: once during the recent cryptocurrency craze and decades ago during the dot-com bubble.
Is this story repeating itself with Nvidia? Could this be a bubble that’s about to burst, or a meme craze that’s about to crash? Was last week’s 15% drop the start of something much bigger?