Interesting, Marvell is actually down over 50% this year. I just don't understand the bear case at all. I'm a nobody and I'm still willing to buy a $1500 gpu, and that GPU still can't do what the cloud does. The next $1500 gpu probably can't either. It feels like we're over thinking this. The hardware roll-out is all there is imho. Jensen has mentioned he sees Nvidia being a 10 trillion-dollar company, and I'm willing to meet him half-way with my faith here.<p>Edit:<p>- I wonder what's stopping Nvida from releasing an AI phone<p>- A LLM competitor service (Hey, how about you guys make your own chips?)<p>- They are already releasing an AI PC<p>- Their own self driving cars<p>- Their own robots<p>If you mess with them, why won't they just compete with you?<p>Just wanted to say one more thing, that Warren Buffet famously said he regretted not investing in both Google and Apple. I think something like this is happening again, especially as there are lulls that the mainstream public perceives, but enthusiasts don't. To maintain the hyperbole, if you are not a full believer as a developer, then you are simply out of your mind.