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Weakness 1: Gigantic Competition From Tech Leaders
👉 NVIDIA: Top 10 Competitive Advantages
Weakness 2: Stock Overvaluation
Weakness 3: AI Chips – Source of Money Flows From Investors Not Users
Weakness 4: Raw AI Compute Will Get Commoditized
Weakness 5: AGI Democratizes Chip Design
Weakness 6: Exploding Unit Sales Meet Imploding Prices for AI Training
Weakness 7: Money Will Be Captured by AI Applications Not Infrastructure
Weakness 8: Quantum Computing
Weakness 9: Regression Toward Mean
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