Who else big under him went under? This AI thing is starting to unravel already and I expect massive burst sooner than some believed.
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Just like mortgages were selling like hot cakes to people with no job, savings, or income in the real estate bubble.
AI will continue to be sold at a loss to many with no use case until the bubble pops.
Dell is like a home construction company prior to the housing bubble popping.
The industry can only prop up the losses for so long.
Except that TSMC revenue jump based on AI chips doesn't really play to your narrative
huh???