Nvidia Stock Crash Prediction

kept by eddie jan 21

Using options implied volatility, the article estimates a ~10% chance that Nvidia's stock closes below $100 in 2026, sparking debate on AI bubble risks and competition.

The AI data center deals that no one can verify
AI infrastructure deals lack standardized verification, making headline numbers appear as binding commitments when they are actually contingent options.
also on Nvidia, #competition, #pricing, #business-strategy, #ai
Cheap AI could derail OpenAI and Anthropic's IPOs
The article argues that cheap AI from Chinese labs and Western alternatives is eroding the pricing power and market share underpinning OpenAI and Anthropic's high IPO valuations.
also on Nvidia, #competition, #pricing, #ai