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The AI bubble is facinating. This really is an incredible time we’re living in. One thing that’s interesting is the high-flyers vulnerability. Nvidia,AMD,Intel. Many of these companies producing parts could encounter a serious issue that may destroy their valuations. If competitors from China,India,Indonesia see this incredible demand/profits what seems to follow typically is that competition appears. Normally and typically it’s unexpected and from out of nowhere. If this happens and these companies undercut the GPU and Memory market by 75percent …
— ORIGINAL POST ·
Cheap competition Will Kill the High flyers
· r/stocks
· Jul 9, 2026