Raw LLM Responses

Yup. In this metaphor, which I love love love, I'd argue Nvidia is the only one selling shovels. Zuck and SA are still trying to sell gold/fools gold they mined up. Zuck, less clear precisely what he's selling, but SA is trying to sell gold. Another shovel seller: ASML. Also, AMAT selling pick-axes as a shovel augmenter in this gold rush: https://www.youtube.com/watch?v=GSuTyOMq1Bg I love this because it turns a EUV double patterning situation (which is not all litho steps), e.g. 2 rounds through a EUV tool, into ONE round through an EUV tool and additional rounds through a tool that costs 1/8th as much. Interestingly, for Nvidia specifically, I feel Nvidia got REALLY lucky, and then like good business people, capitalized effectively on that luck. Nvidia found themselves with a product and derivative product chain that enables both AI and Crypto. With this overlap of AI and Cryptocurrency fever (though I'd argue the Crypto side is waning) the price of their dual use products was driven substantially higher than either use case would alone, and had a "rising tide" effect on a lot of other things. Nvidia very adeptly jumped on this. If the CEO dreamers move away from AI, or people find some easier way to do it, and people finally put crypto to sleep, life is going to be rough for Nvidia. Their normal core and peripheral product line in no way supports their current revenue/valuation situation. Just look at what the whiff of a rumor about Deepseek NOT requiring the extreme hardware did to their valuation. I think ultimately it was shown that the Deepseek people were full of shit too right (shocker)? They were just using blackmarket high level Nvidia hardware? Anyways... inb4 the fan bois pounce on me for something I said.