Jo Bhakdi(@JOBhakdi):“Lower GPU pricing” is a risk to the AI trade , says Rothschild Redburn. Sure - the problem is that HIGHER GPU pricing is a much greater risk if current trends continue. And all indicators point towards that.

Jo Bhakdi

@JOBhakdi

I generate with $TSLA and AI stocks. Founder of and Thrive in Age of AGI. 🤖 🫡

参加 November 2011

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Jo Bhakdi@JOBhakdi

2026.09.21 11:45

“Lower GPU pricing” is a risk to the AI trade , says Rothschild Redburn. Sure - the problem is that HIGHER GPU pricing is a much greater risk if current trends continue. And all indicators point towards that.

Shay Boloor@StockSavvyShay

2026.09.21 11:03

Rothschild Redburn comes out bearish on AI compute initiating Sell ratings on both $NBIS and $CRWV questioning whether AI compute “unit economics” can hold. Its bear case is that lower GPU pricing, more in-house capacity and expensive financing eventually compress returns.