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Key takeaways
- NVDA ANTH.PVT UBER MU MSFT Since the artificial intelligence (AI) boom started gathering momentum in early 2023, semiconductor stocks like Nvidia and Micron Technology have soared more than tenfold.
- This could be an early sign of trouble for the AI industry, meaning investors with a high degree of exposure might want to start diversifying.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
NVDA ANTH.PVT UBER MU MSFT Since the artificial intelligence (AI) boom started gathering momentum in early 2023, semiconductor stocks like Nvidia and Micron Technology have soared more than tenfold. But with infrastructure costs climbing, AI companies like Anthropic and Microsoft have recently introduced passive price increases for some of their AI software products, resulting in significantly higher usage costs for their customers.
The price increases caused one of Anthropic s customers, Uber Technologies, to blow through its entire 2026 AI budget in just four months, and the company s chief operating officer said the current rate of spending is getting harder to justify. This could be an early sign of trouble for the AI industry, meaning investors with a high degree of exposure might want to start diversifying.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »