I hold the exact same sentiment. The safest investment you can make in this AI race is Alphabet. The smaller players being wrapped up in this (CRWV, NOK, etc...) are going to get obliterated when the returns are not as good as previously thought. The bigger players will take a hit, but not as much as the small ones.
NVIDIA also seems like a risky bet given all the money they're passing around in circles to themselves via multi-billion dollar "investments"
NVIDIA also seems like a risky bet given all the money they're passing around in circles to themselves via multi-billion dollar "investments"