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What if I were to tell you Nvidia's monopoly and the implications of AI were obvious many years ago? Many people on HN bought large amounts of Nvidia stock a while ago. Karpathy's "Software 2.0" was widely read here predating much of Nvidia's market cap increase:

https://news.ycombinator.com/item?id=15678587

https://news.ycombinator.com/item?id=34881881

It was "obvious" C3.AI was not a real AI company worth much. The market still "priced in" at $18 billion for months: https://finance.yahoo.com/quote/AI/



If "obviously undervalued stocks" were a widespread phenomenon, active investors that beat the market in the long-term wouldn't be a rarity.




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