Okay, so Nvidia’s the biggest company in the world now. Fine. Whatever. It’s just…a little much, isn’t it? Like, everyone’s acting like they discovered semiconductors. And the stock price? Don’t even get me started. It’s trading at a premium. A premium! Like it’s some kind of rare collectible. It’s a chip! And everybody’s running around talking about AI like it’s going to solve all our problems. It’s going to create new ones, that’s what it’s going to do. New problems. And then you’re stuck dealing with those.
Look, I’m a trader. I see these things. This Nvidia situation? It’s…precarious. They’re relying on this constant, never-ending demand for AI infrastructure. That’s it. One slowdown in data center spending, one little hiccup in the cloud, and…poof. It’s a house of cards. And the P/E ratio? Forty-six? Are you kidding me? It’s practically begging for a correction.
So, are we just supposed to sit here and wait for it to happen? No. We find other options. And believe me, there are options. It’s not like Nvidia invented electricity.
Amazon’s Whole “Doing It Themselves” Thing
First, Amazon. They’re spending a fortune on Nvidia chips, sure. But here’s the thing: they’re also trying to cut out the middleman. They’re building their own chips. Their own chips! It’s like, they’re Nvidia’s biggest customer, and they’re actively trying to put them out of business. It’s just…rude. And frankly, smart. They’re figuring out they don’t want to be dependent on one supplier. It’s basic business sense. Though, honestly, it’s just annoying. Why can’t everyone just play by the rules?
And the numbers are decent. North American commerce up 10%, AWS up 24%. They’re throwing $200 billion at capital expenditures. It’s a lot of money. A lot of money. But they’re investing in the right places. They’re building out their cloud infrastructure, and they’re getting Anthropic involved. It’s a whole ecosystem. It’s…efficient. And it’s going to hurt Nvidia. It’s just a matter of time.
Alphabet and Their “We Can Do It All” Complex
Then you have Alphabet. Google, YouTube, Gemini…they’re trying to be everything to everyone. And you know what? They’re actually doing a pretty good job. They were early adopters of in-house chips – these TPUs – and they’re powering a lot of their internal stuff. It’s a little…showy, if you ask me. Like they need to prove something. But it’s working. They’re reducing their reliance on Nvidia, and they’re benefiting from the AI boom. It’s all very…self-sufficient.
Like Amazon, they’ll still buy chips from Nvidia. But they’re hedging their bets. It’s responsible. It’s also just…sensible. And frankly, it’s irritating that they’re doing it better than Nvidia.
Google Search revenue up 17%, Google Cloud up 48%. They’re getting a piece of the AI pie, and they’re not relying solely on selling chips. And Gemini? Everyone’s using it. It’s like, suddenly everyone’s an AI expert. It’s exhausting.
Look, the P/E ratios tell the whole story. Amazon and Alphabet are trading below 30. Nvidia is at 46. Forty-six! It’s a bubble waiting to burst. It’s simple math. These two companies are better AI bets, even if Nvidia crushed them over the last three years. It’s just…logical. And frankly, I’m tired of illogical behavior. It’s a disaster waiting to happen. A complete and utter disaster.
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2026-02-14 16:34