Ok, let's start with whatever I wrote after thinking in 2 questions (actually more)

1- Is there and A.I. bubble? (Yes)

2- And if there is (there is) how exposed is the whole fucking market.

(i lied, there is a couple more questions)

3- Are they shorthing the CORRECT COMPANIES? And by they I mean michael burry and firms with big money shorting/betting on $NVDA and others.
4- How exposed are the companies that are really important to other, eg; $ASML to NVDA)
5- How are the banks? Could they make front to a burst? Like Softbank for exampled they have billions invested, well not just them but almost every bank **(And all that money summarizes in almost ONE FUCKIN TRILLION loaned/"invested (**Because it's a vicious cycle where they feed off each other) to all this a.i / chip companies to invest into an stupid A.I. ... As we all know Nvidia sells the shovels, then OPEN AI this and that and Oracle and, repeat.

The thing here is looking for the correct companies, which is what those people shorting are doing wrong.

Who does $NVDA relies heavily on? $ASML, and how exposed is $ASML? Well, we don't know, and, is there a replacement for them? No. And if they wanted, or if they had to look for a different companie to have as a replacement for their chips / A.I it could not be easy.
LET'S LOOK INTO SIMILAR CASES.

(1) Who relies heavily on $AVGO (who just did like shit) ? $GOOGL and $META. It would take years for them to look for a replacement, and they face a rising challenger $MRVL.

(2) Every mobile and AI designer relies on $ARM

(3) A.I cluster makers (eg, Chat GPT, Gemini, and more) relies on Sk Hynix and Samsung (South Korea) What if something goes wrong with them in that only country?

(4) Every big semiconductor (ADM - NVDA) relies on TSMC's CoWoS (market share is a bottleneck)

$NVDA / $AAPL / $AMD relies on $TSMC for Leading-edge raw wafer fabrication **(nvidia on $ASML, and heavily) (**market share of 90%)

$AAPL / $QCOM / $AMZN relies on $ARM for Fundamental chip blueprint / architecture (who market share at almost insane 99%)

ALL CHIP MAKERS relies on LASERTEC (for EUV Mask inspection systems) whose replacement would be almost literally Impossible (No alternative exists at exact wavelength)

$NVDA relies on SK HYNIX and SAMSUNG for HBM (a duopoly, but there is $MU rising)

My point is that for the ones thinking of an A.I. bubble, they are betting/shorting into the incorrect companies.

Lasertec Replacement almost impossible (No alternative exists at exact wavelength)

TSMC Replacement at near impossible (Competitors lack yield & capacity)

ARM Replacement would be extremely hard (Requires rewriting global software ecosystems) CoWoS Replacemen] very, very hard (Tied directly to where the chip is printed)

HBM Duopoly it would be between moderate to hard (Micron exists but lacks total volume)

What I wrote could be smart or I must be regarded.

P.S. I only used A.I. to look for some percentages after thinking they were a little high, but they're correct, I think.

IF YOU REACH THERE, ANOTHE P.S.: This could may have beenn deeper but it came to my mind when I was already mentally tired today. Maybe I dive a little deeper later.

Chears, another (possible) regard.