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@OgdenHerbert:Hi, thanks for reading my post and sharing your views. I feel the same too - AI is here to stay.
The only thing that I am unsure of is the speed of development, advancement and adoption. After all so far investors have shown to be weary of the excessive capex by the megacap tech stocks.
Perhaps a stocktake and an AI governance framework is indeed needed to guard against roug-AI agents.//
@OgdenHerbert:CUDA moat still matters more here. AI demand did not vanish, and 64.79% IV feels more like panic pricing than a broken story
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