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Technology Stocks : Artificial Intelligence, Robotics, Chat bots - ChatGPT

NVDA 177.52

+0.7%

3:59 PM EST

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To: Ron who wrote (5529)	12/10/2025 3:41:51 PM
From: Marco Vincenzo	Read Replies (1) of 5551

Totally agree. There are major similarities between this current trend and the dot-com bubble . Even tho I don't see Nvidia itself as a big problem, it seems to me that this whole growth is in a substantial part propped up by it, and the slim gap between good and bad market sentiment is constituted by Nvidia's performance. I mean, when Jensen Huang mentioned sending satellites to the Earth's orbit to fulfill data centers' demand for energy in order to support continuous growth, it didn't feel right. Even though sending satellites to space is not as big of a deal as it was 25-30 years ago in terms of technology, such promises only support the idea that the amount of variables needed to make expectations become reality are just too much, to the point where "stunning annual losses through 5 years" suddenly became acceptable and encouraged. I didn't dedicate a lot of time on the numbers, but looking at the scenario, the thing doesn't seem to add up and meet realistic expectations Marco.

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