Stocks With Ali

🧠 Everyone's asking: Is AI a bubble?

NVIDIA's market cap is now $4.56 Trillion
India’s GDP? $4.4 Trillion

NVIDIA is seen as a proxy for AI — its GPUs are the backbone of global AI infrastructure

Now the debate is raging: is AI having its dot-com bubble moment?
When valuations of IT companies skyrocketed in the late 1990’s to finally burst in 2000

👇Let’s understand something crucial

🇺🇸American AI companies (NVIDIA, Microsoft, Oracle, IBM) dominate on compute power — their models are powerful, but energy-intensive

🇨🇳Chinese AI companies (Baidu, Tencent, Alibaba, Huawei) focus on efficiency — achieving similar outcomes using far less energy

So ask yourself:

If AI’s constraint is compute power?
Then bet on American AI

If AI’s constraint is energy?
Then bet on China

Because even a simple “1 + 1 = 2” that AI calculates needs insane compute and power
And efficiency might just win


And China just got a massive advantage…….

⚡The Power of Siberia 2 Pipeline — which Putin was lobbying China for 15 years — has finally been approved last month in September 2025

It will provide cheap, steady Russian oil and gas to China, which will be used to produce electricity. And it’ll be priced in yuan!!!

China already produces 2x more electricity than the U.S.

Once the new pipeline is ready, it’ll also have access to the cheapest energy on Earth
(PS – this cheap oil and gas was originally meant for Europe, which is actually the biggest loser in this)

This changes the AI game

America’s economic growth in the last 15 – 20 years was fueled by cheap electricity because of the recent Shale Gas revolution over there

China just flipped the entire game on its head

🔮 The future of AI won’t be decided by intelligence alone — but by how smartly we power it

Tell me if you think the American AI revolution is unsustainable, and valuations may be in bubble territory?

And whether India’s economy is a structural growth story?

#ArtificialIntelligence #AIBubble #Nvidia #USvsChina #IndiaGrowthStory #TechStocks #EnergyCrisis #PowerOfSiberia2 #MacroInsights #InvestingInAI #AIEconomy #GlobalShift #AIRevolution #StockMarketIndia #EconomicTrends

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