Can't predict when, but very confident $NVDA is going to cost US Equity holders a lot of performance, and they may have already seen its peak for the next decade+.
Reposted from
Jesse Felder
Tencent: "Over the past few months, we start to move off the concept or the belief of the American tech companies, which they call the scaling law, which required continuous expansion of the training cluster." blinks.bloomberg.com/screens/DOCV...
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