AI is down again today - I am still BUYING!

AI shares are down today but compute needs are going up. Companies need more AI compute not less. Demand is strong. Large companies say they intend to spend more on AI, not less. They want their own in-house models to do their own training and develop their own agents because they all see the value in AI but do not want to be held hostage by AI providers and their haphazard model costs and changes.

The retail market are also disgruntled by the cost of compute. They see their tokens running out and think AI is too expensive, but large enterprises have already signed up for more AI not less. Smaller companies may not be able to afford AI but they will lose their competitive edge if they don't invest in AI.

AI is still severely supply constrained and AI + Robotics hasn't even taken off yet!

I bought more Hynix, Samsung and semiconductor  companies this week, and I am putting more cash into my T212 account to snap up more bargains this week. I am looking at buying nVidia at a cheap price (or maybe the ETF SEMG  which has a large holding in nVidia).