I think any period before the AI bubble pops will be conducive for further growth, specifically for the companies that are directly involved with AI. So Meta, Google/Alphabet, Amazon, maybe Microsoft. So bofa will have to acknowledge that, because that is an obvious and "safe" answer.
On the flipside, if bofa is worth their salt, they know that the bubble will eventually pop and that there's some elements of gambling on making good money before the house of cards come crashing down.
NVIDIA & TSM Surging: Where Is the Ceiling for Chip Demand?
NVIDIA and TSMC both jumped approximately 6% as analyst reports flagged hyperscalers entering an AI compute "hyperdrive" procurement cycle. TotalEnergies' deployment of the Pangea 5 supercomputer underscores the breadth of industrial AI demand, while orders for NVIDIA's B-series GPUs and AMD's MI400 continue to push advanced-node utilization rates higher. Google is narrowing the market cap gap with NVIDIA. With hyperscalers in "hyperdrive" mode, where is NVIDIA's demand ceiling — and can TSMC's $56B expansion cement its AI foundry dominance?
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