Nvidia Stock Is the King of the AI Castle. History Tells Us It Will Fall Hard and Its Replacement Will Emerge From Thin Air.

Wall Street is currently obsessed with nothing but teraflops, model parameters, and hardware acquisitions. Acting like crazed prospectors during the California Gold Rush, investors are manic in their pursuit of any name that even whispers "AI" in its press releases, rarely pausing to consider who exactly is going to foot the bill for this massive technological banquet.

And someone will have to pay.