You have valid points but invalid reasoning.
1. brainchip is a new technology while nvidia is an established one.
2. if you think LLMs and nvidia will take all the benefits of ai then you must be dreaming. Right now investors are shown only part of ai but real ai will take some time to mature. Yes if you are looking for short term up or down nvidia looks very good, but that cannot close other shops either.
3. Everyone including nvidia knows there is a limit to growth, the way they want to grow.
4. Sensors are the future of ai and brainchip can process sensor
data with minimum fuzz.
5. It takes time and effort to mature a technology and when you are looking to establish it at international level you either need a lot of money or a lot of patience.
6. A lot of investment start following once the results start visible.
End of the day it is still a speculative investment but risk reward ratio can be very high.
Dyor
You have valid points but invalid reasoning. 1. brainchip is a...
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