Your risk is with every man and his dog announcing they are offering AI in their shitty products, which immediately translates to 'nvda profits' in all the brains of idiots because, of course, it means they will be spending yuuuuge money on nvda cards..

That's, unfortunately, how people think, and every time some Tom dick and Harry mentions AI nvda can run up.

I do agree with you, just stating what can trip up the thesis.