BTB
Bit Brother Limited Class A
stock NASDAQ

You may well be right, but the thing is, there ARE a lot of experts, this is a massive field. I am sure that many claiming to be are not actually experts yes. I also wouldn't put 50% of my portfolio in.
And sure it MAY look like a classic bubble, but that is also what people were saying about NVDA for years. Now, while people still suggest the AI bubble may be a thing, it doesn't seem that anyone really considers NVDA to be a 'bubble risk' in the same way anymore.
As for if big tech cuts capex? I honestly expect we then see more massive government-backed investments. The government sees it as a matter of national security.
That said, as long as backlogs continue to grow and be realized, and margins remain positive, there is no real incentive for the growth to stop or cut significantly.
I am not an expert, but I am in the fringes of the field, and I know some, albeit little. It feels like people see these massive, unprecedented numbers, and think it MUST be a bubble.
And as for the 6% inflation, these are exactly the companies you want to be in when that 6% inflation hits, because its all BTB, and already massively inflating in price. This spending is not going to be cut in the way consumer spending is with inflation.
I get the fears, and there will surely be a pullback somewhere along the way. As for 2028, thats just as far out as companeis are willing to contract out their DRAM, its not that its only until then that everything is booked and demand is a complete unknown after that.

You may well be right, but the thing is, there ARE a lot of experts, this is a massive field. I am sure that many claiming to be are not actually experts yes. I also wouldn't put 50% of my portfolio in.
And sure it MAY look like a classic bubble, but that is also what people were saying about NVDA for years. Now, while people still suggest the AI bubble may be a thing, it doesn't seem that anyone really considers NVDA to be a 'bubble risk' in the same way anymore.
As for if big tech cuts capex? I honestly expect we then see more massive government-backed investments. The government sees it as a matter of national security.
That said, as long as backlogs continue to grow and be realized, and margins remain positive, there is no real incentive for the growth to stop or cut significantly.
I am not an expert, but I am in the fringes of the field, and I know some, albeit little. It feels like people see these massive, unprecedented numbers, and think it MUST be a bubble.
And as for the 6% inflation, these are exactly the companies you want to be in when that 6% inflation hits, because its all BTB, and already massively inflating in price. This spending is not going to be cut in the way consumer spending is with inflation.
I get the fears, and there will surely be a pullback somewhere along the way. As for 2028, thats just as far out as companeis are willing to contract out their DRAM, its not that its only until then that everything is booked and demand is a complete unknown after that.