That's not my argument. My argument is its just code and Chinese OpenSource models in particular are already rising to substantial amounts in user share because they're cheaper and good enough: [https://finance.yahoo.com/news/chinas-open-source-models-30-093000383.html](https://finance.yahoo.com/news/chinas-open-source-models-30-093000383.html)
Past precedents are part of it, but contemporary data also supports it. Its a bubble not even because of Burry's AI Chip depreciation stuff (though that's bad). Its a bubble because the value thesis is fundamental cracking.
ha, I also had a coworker tell me about this stock. Problem is he was down big on some other gambles and I chalked this up to being another losing bet. Guess I missed out big time! (though I probably would have only bought $1k worth at the time 0.90\]).