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Everyone’s fixated on AI chips. On trillion-dollar valuations. On whether Nvidia (NVDA) can keep defying gravity. But while the crowd debates multiples and margins, something more basic — and far more dangerous — is quietly breaking beneath the surface.
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While Wall Street Panics About AI, Micron Just Brought Receipts
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More PodcastsIs Nvidia’s ‘Ferrari’ About to Get Overtaken by a Fleet of Toyotas?
An upheaval is underway in the tech world, one that could upend the hierarchy of the $1 trillion AI chip industry. And savvy investors stand to profit handsomely, if they can spot the new “Toyotas” of AI before the crowd…