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Semiconductors
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Deltamudd
Posted 12/12/2023 13:50 (#10521420 - in reply to #10521383)
Subject: RE: Semiconductors


See I’m so far behind. I know ai is big. But I guess what I know is graphics cards have come a long way. But they still have a very long way to go and that’s just like a metaphor for the semiconductor industry as a whole imo


Like whatever the current thesis is it doesn’t matter imo. In ten years semi conductors will outperform the broader market regardless if ai revolutionizes things or flops. It’s not crypto or ai. It’s the semis. Imo

Edited by Deltamudd 12/12/2023 13:54
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