It's one of the Magnificent Seven and a wild ride with a bright...

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    It's one of the Magnificent Seven and a wild ride with a bright future. CISCO 1999 was a little similar?

    Two risks note.
    1. Two companied make up over 25% of NVIDIA's total sales
    2. China chasing with Exclusive: China readying $143 billion package for its chip firms in face of U.S. curbs | Reuters

    3rd just a thought is. Will AI itself make options?

    Its almost certain most of us have some at least in our Super funds happily. Unhappily for some if your Super holds via broad Tech EFTs only the AI boom including NVIDIA is sucking up significant IT resources blowing out the budgets for almost all other parts of the IT sector.
 
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