Another top / sell signal. NVDA's chart looks very similar to Intel, and Cisco at the peak of the 1990s during the internet boom.
Let's see how many insiders and employees start taking profits out. I would do the same given that the US is messing around with China over Taiwan.
We'll see.
I don't understand why wouldn't google package their TPUs into some servers and sell it to consumers to grab big piece of this cake..
Like eating a piece of cake this too is a very short lived feeling of satisfaction. In the long term the money is never in hardware, it's what you do with the hardware.
In this case hardware is significant bottleneck: LLMs need lots of compute to strive.
If you can only make so many shovels, why sell the shovel, when you can rent it out?