There is so much wrong with this long post, it is hard to know where to start. I'll just pick off one quote to get the discussion started:
"The people who make hardware for AI compute are all losing money except for $NVDA."
SMCI continues to have record stock growth.
Update: if you're going to downvote, at least reply?
Good point, posted this to get discussion rolling as I don’t agree with entire thread. No doubt this trend will also go through hype cycle but it’s early.