Fundamentals aside, NVDA is behaving as an AI ETF - While many AI startups are making waves in the industry, few have reached the stage of going public, leaving a void in the public markets for AI-focused investments. I think NVIDIA currently serves as a de facto investment vehicle for those bullish on AI, an effective proxy for AI growth, acting in essence as an AI ETF.

Which brings the question, why are new AI companies so shy on going public? In contrast with other "bubbles" (e.g dot-com) we are not seeing a lot of action. These companies could capture a lot of interest that now is funnelling to NVDA, MSFT and some other chip companies.

Berkshire is hoarding so. much. cash.

Intel’s been lagging behind for years, while AMD has pulled far ahead in both consumer and professional-grade chips, it’s really not a close race anymore.

There’s this idea floating around that throwing enough cash at Intel will suddenly turn them into the next TSMC. But semiconductor manufacturing isn’t something you can ... See More rush, it’s a complex, slow-moving process that takes years of precision and experience.

Intel could recover some ground eventually, but framing them as the savior of American chipmaking feels more like a political talking point than a practical reality.

Buffet indicator is showing some wild times ahead perhaps, combine that with Berkshires record high cash hoard of 30%... chart via barchart.com / Longtermtrends

Looks like we're going through something, but who would have thought with all these tarrifs, inflation and trade wars going on

Where does this end up long term with small stocks suffering white giant caps are taking all the coin?

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