israel (bibi) has been harping on taking out irans nuke capabilities for years and now he has a really good reason to.
the US (and other partners) dont want to see israel attack oil infrastructure for fear of high oil prices in an election season.
there are plenty of Iranian government and military sites that are valid targets. but if the israelis are going to strike iran they really need to take out the nukes.
a key consideration is not hitting civilian infrastructure. we want to clear a space for the Iranian people to rise up - not piss them off or galvanize them to the regime.
Why do you think you're right?
my gut is that the cap-ex build-out to ramp up "hyper-scalers" cloud computing centers will show signs of fatigue and slow down by then. the multi $100B spend on cloud infrastructure is unsustainable and unwise. Further, there isn't much revenue coming in for their cloud AI offerings (MSFT's co-pilot is slow to gain traction) and on-board AI via smaller LLMs are in the ascendency. As NVDIAs massive PE is built on continued growth, I see multiple contraction as their price comes back into orbit (though MSFT AMZN GOOG APPL are going to see a hit as well) and NVDIA should fall faster as AI is their main growth driver.
While there are some great use cases in companies/govt/industries out there - I'm still waiting for the "Killer-App" that will drive mass adoption of AI . IE something that justifies all the infrastructure spend.
Why might you be wrong?
who knows anything?