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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 213.50

+6.2%

3:59 PM EST

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To: Joe NYC who wrote (72963)	12/17/2025 1:23:56 PM
From: neolib	Read Replies (3) of 73044

The bubble will really go bang when it becomes clear that many of these guys (OpenAI?) don't have much value because their IP is replicated by a dozen other labs and made open source. Imagine if new CPUs and GPUs came out every 6 months and immediately made the prior ones obsolete. That is what is happening with AI models. They have no shelf-life, and none of them stand out in a dominate fashion from their competitors. Where is the value?

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