AI ล้านล้านกำลังมา: Nvidia, IPO, ชิป, SaaS จะพาหุ้นโตหรือฟองสบู่แตก? | Viewpoint Audit EP 14

Join the channel's membership at    / @ultragrowthlab   Welcome to Viewpoint Audit, a series that explores and systematically analyzes the perspectives of investors, analysts, founders, and key figures from podcasts, interviews, and discussions. We don't just summarize what they said; we examine the assumptions behind their ideas, the logic behind them, how they connect to real-world data, facts, and context, and their impact on investments, businesses, and the broader market. The goal of this series is to help viewers gain a deeper understanding of the "thinking behind key perspectives," identifying their strengths, weaknesses, and possibilities. And the limitations of each thesis, so that you can build upon them to create your own framework for a more careful and rational understanding. [EP 14: Trillion-Dollar AI is Coming - From the ‘Era of Belief’ to the ‘Era of Proof’] A deep dive into the summary of the AI ​​economy as the technology world moves beyond the period of expectation into "The Proof Phase," the era where companies must prove their returns with tangible revenue and profit. Why is the trillion-dollar AI economy a crucial turning point that investors must watch? • Trillion-Dollar IPO & The SpaceX Blueprint: When SpaceX became a model for a trillion-dollar IPO, followed by OpenAI and Anthropic preparing to enter the market in their "mature" stage, leading retail investors to question how much upside potential remains for companies of such massive valuations? • Nvidia as the "AI T-Bill" & Memory Bottleneck: A deep dive into the reasons why Nvidia has become a "safe asset" in the AI ​​sector in the eyes of investors. This analysis covers the HBM memory chip market (SK Hynix, Micron, Samsung), which has transformed from a common commodity into a "strategic bottleneck" with the greatest bargaining power in the supply chain. • The SaaS Survival & ROI Reckoning: AI won't destroy all software, but it will filter out only the "real platforms" with strong data and workflows, such as Palantir, Snowflake, and Datadog, to further their growth amidst the ROI crisis where companies are increasingly pressuring and demanding true value from rising token prices. Let's find out who will win in this "proof of promises" era, transforming "hype" into "cash flow," and which companies are leading us to the end of the AI ​​bubble. #AI #Nvidia #SpaceX #OpenAI #SaaS #HBM #StockMarket #ViewpointAudit #GlobalEconomy #TechnologyStockInvestment #Palantir #Snowflake #TheProofPhase