Top analyst ‘very concerned’ about Nvidia fueling an AI bubble and a ‘Cisco moment’ like the dotcom crash: ‘We’re a lot closer to the seventh inning than the first or second inning’ (fortune.com)
from throws_lemy@reddthat.com to tech@programming.dev on 08 Oct 14:44
https://reddthat.com/post/51705694

#tech

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I_Has_A_Hat@lemmy.world on 08 Oct 14:57 next collapse

The seventh inning isn’t the end of a baseball game…

apfelwoiSchoppen@lemmy.world on 08 Oct 16:10 next collapse

That’s the point. Closer to the end of this game than the beginning.

MelodiousFunk@slrpnk.net on 08 Oct 18:35 collapse

Depends on how long you can drag out overtime if there’s a stalemate at the end of the ninth period.

SaveTheTuaHawk@lemmy.ca on 08 Oct 20:02 collapse

it is when you finished your beer and are in the parking lot looking for your car. Baseball is a sport.

onlinepersona@programming.dev on 08 Oct 15:25 next collapse

Baseball references on a tech article shared globally… The overlap of people able to understand is probably very small.

teft@piefed.social on 08 Oct 16:15 collapse

Fortune‘s Jeremy Kahn reported in late September on significant concerns about “circular” financing, or Nvidia’s cash essentially being recycled throughout the AI industry. Shalett sees this as a major concern and a major sign that the business cycle is headed toward some kind of endgame. “The guy at the epicenter, Nvidia, is basically starting to do what all ultimate bad actors do in the final inning, which is extending financing, they’re buying their investors.”

She seems to really like baseball analogies. Also she’s the chief investment officer at Morgan Stanley, not an IT person and this is an article in Fortune, not HackerNews. Those types (investment bankers) love ball games because it’s a great place to schmooze.

LodeMike@lemmy.today on 08 Oct 16:30 collapse

Top analyst shows some vague signs of intelligence

Amazing. What about bottom analysts :3

MelodiousFunk@slrpnk.net on 08 Oct 18:32 collapse