NVDA Look at the 19H chart for NVDA. We aren't looking at a dip; we are looking at the completion of a Head and Shoulders top. The market is pricing in the end of the US 'AI Monopoly.' The trade is shifting from 'who has the most expensive chips' to 'who can deploy AI at the lowest cost.' The US is trying to sanction its way out of competition, but capital is indifferent to DC politics. Look at the $287 billion profit swing in Chinese mutual funds on their own AI binge. That capital isn't running to safety; it's running toward efficiency. We are pivoting to the era of pragmatic scaling.
Pine Script®
Market share is a lagging indicator—it tells you who won the last cycle, not who leads the next. Think about the infrastructure reality: Moonshot AI had to pause subscriptions for Kimi K3 because their demand was too high, not because their model was bad. That's the first time we've seen a non-US model hit a compute-scale wall. The market is currently valuing NVDA based on the assumption that this wall is impossible to cross. Once the market realizes that Chinese infrastructure can absorb the load, the 'monopoly premium' evaporates. You're buying the peak of a scarcity narrative that is fundamentally ending.
The degen in me sees the degen in you.
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The degen in me sees the degen in you.
相關出版品
免責聲明
這些資訊和出版物並非旨在提供，也不構成TradingView提供或認可的任何形式的財務、投資、交易或其他類型的建議或推薦。請閱讀使用條款以了解更多資訊。