Nvidia is the real winner here, you are correct. Until it all collapses and they have a ton of stock they can't move.
Timeline
Post
Remote status
Context
1
@Goalkeeper @caekislove @cjd Not just stock, their entire business model has moved to AI and their personal computing side has become less than 10% of their revenue.
If AI falls though they will need a massive restructuring that will involve gutting at least half the company, I can't think of a single example of when a company fell that hard and didn't collapse.
If AI falls though they will need a massive restructuring that will involve gutting at least half the company, I can't think of a single example of when a company fell that hard and didn't collapse.
Replies
0Fetching replies…