“Chip stocks are in an AI-fueled bubble; when China floods the world with cheap chips, profits go negative and prices crash.”
“The Chinese are coming, and the glut will be legendary. In my opinion, no matter how many datacenters get built, they will NEVER be able to absorb the coming supply.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.