Q: With their recent good numbers and guidance and their expansion into AI infrastructure, what do you think it means for them in the future for the next 6 to 12 months.

Q: NVDA has 6 of 7 criteria for the definition of a bubble. Is there excessive exuberance in the AI space? More importantly are we in a bubble cause by excess hype and fear of missing out? Is NVDA in a similar situation as CSCO was a number of years ago with all mania surrounding it? Lastly, does NVDA really have an super moat that makes them near invincible, because would that not be the high of hubris…even the formidable Achilles had an exploitable weak spot and I wonder if there is a real danger NVDA & the AI space writ large has one too.

Q: Hi gang,
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor