2026-01-05 23:28:03

The most worth paying attention to now is the product. Regarding the US stock market, I am mainly optimistic about opportunities in the space sector.

As for chips and computing power, honestly, the enthusiasm is high but I am not very optimistic. The market's expectations for NVDA are generally very high, but there is an unavoidable issue—electricity. Currently, global electricity supply faces hard constraints, which directly caps the expansion of computing power. No matter how advanced the chips are, without sufficient electricity support, they can't be deployed. So rather than chasing the incremental story of AI chips, it's better to wait until the electricity infrastructure truly solves this bottleneck before entering the market. At this stage, the risks and rewards are not well aligned.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

13 Likes

Reward
13
9
Repost
Share

Comment

0/400

AltcoinHunter

· 01-08 13:39

The point about the power ceiling is spot on; I hadn't thought of that before... But I still can't bring myself to fully sell off NVDA's story; it's uncomfortable to take a loss.

View OriginalReply0

SquidTeacher

· 01-08 10:41

The point about the power grid being the bottleneck is spot on; no matter how advanced the chips are, without electricity, it's all useless.

View OriginalReply0

SandwichDetector

· 01-07 21:23

The point about electricity really hits home; it has indeed been overlooked too much. NVDA is doing well, but if it can't be implemented, it's all for nothing.

View OriginalReply0

OptionWhisperer

· 01-06 22:23

The perspective of electricity has indeed been overlooked. Instead of chasing NVDA, it's better to wait until infrastructure is in place.

View OriginalReply0

ShamedApeSeller

· 01-05 23:58

Focusing on electricity is spot on; it's indeed a critical weakness that has been overlooked.

View OriginalReply0

APY追逐者

· 01-05 23:57

The power sector has indeed been underestimated. No matter how well the NVDA story is told, it's all in vain.

View OriginalReply0

Blockwatcher9000

· 01-05 23:56

The power constraint aspect hasn't really been explained clearly. The crypto world is all about chip computing power, and no one is paying attention to the grid capacity ceiling.

View OriginalReply0

Layer2Observer

· 01-05 23:48

The perspective of the power bottleneck is interesting; I hadn't thought about it this way before. But it seems like the market is already pricing in this issue, right?

View OriginalReply0

Deconstructionist

· 01-05 23:41

The angle of power grid bottlenecks has indeed been overlooked. Compared to following NVDA, I would rather wait for the infrastructure to catch up.

View OriginalReply0