The person who correctly guesses when the AI bubble is gonna pop and shorts Nvidia stock is gonna make a lot of money. Call it The Big Short 2: Electric Boogaloo.
You never know what the market is going to do, but all the math their cards can do has plenty of real world value with or without LLMs. If they do dip heavily when people recognize how limited LLMs are, you'd probably make more money more reliably by buying their stock at a discount.
I don't know about that... AI is a real bubble, but Nvidia is still doing what they always do: matrix and vectorial operations. That's needed with or without AI