“THESE 3 Companies Holding Market Hostage”Michael Burry / Wall Street Journal
NVDA remains a critical AI infrastructure provider with solid fundamentals, but carries elevated risk due to competitive threats (Etched) and balance sheet concentration from vendor financing; caution regarding exposure is advised.
and at the same time you have Nvidia so when it comes to the AI market yes open and AI AI is definitely the big one but when it comes to the developers that are like building stuff uh that becomes more split and then you have anthropic being the one that's making a lot of revenue.
Those are the two kind of there everything is reliant on all all like all these GPUs all the things that they're um you know happening with the data centers and everything that's really reliant on those two companies but the hardware side of it is Nvidia.