2025-12-29 23:20:21

Let me be frank...

Has the AI and data center sector already peaked? Or is it just one last surge away from reaching the top? Meanwhile, data center-related assets(DATS) are quietly bottoming out?🤔

Honestly, no one in the market is discussing this possibility. Everyone is immersed in the AI narrative, and no one has considered the reverse scenario.

Looking at the trends of $IREN, $BITF, $CIFR, and $SBET—these data center + mining concept stocks—logically, if the demand for AI chips truly overshoots, the marginal benefits of these companies could actually be compressed. But if the industry enters a correction phase, undervalued data center assets might be poised for a rebound.

What’s your take?

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

17 Likes

Reward
17
6
Repost
Share

Comment

0/400

TokenDustCollector

· 10h ago

Really? I had thought about this reverse logic before, but hearing you say it, it does seem to have some insight. With AI's current hype, the things at the bottom are easily overlooked. Isn't that an opportunity?

View OriginalReply0

CryptoDouble-O-Seven

· 17h ago

Reverse thinking is indeed rare, but I think it's a bit early to say that. Let's wait and see the data. --- Interesting, but is DATS really unable to break out? It still seems to be searching for direction. --- Basically, it's betting on the AI hype dying down. I doubt it can beat the odds. --- Can $BITF really rebound? I haven't seen much performance from these two months. --- The logic is sound, but it's still too early to talk about hitting the top unless there's a real oversupply of chips. --- Low valuation traps can't be avoided; be careful not to buy the bottom only to find yourself halfway up the mountain. --- How to say it, reverse operation sounds smart, but it's really just betting against the trend. If you win, you're a genius. --- AI is not over yet, and data centers are just around the corner.

View OriginalReply0

ImpermanentPhobia

· 17h ago

Reverse thinking is good, but I think it's still too early to discuss this now. We need to wait until the chip supply chain is truly saturated before there's a chance. Wait, you said DATS is bottoming out. Do you have specific data to support that, or is it just a gut feeling? Damn, I need to think about this logic... Overly strong AI demand actually suppresses data center profits? That premise doesn't quite hold up. Basically, it's about betting on industry adjustments—either go all in or wait and see. Who dares to buy into a market like BITF right now? The undervaluation trap is also a pitfall; be careful not to step into it. I think we should see what institutions are doing. Their moves are more valuable as a reference than these targets. Honestly, I've seen too many blow-ups with this kind of contrarian operation. Better to follow the trend for safety.

View OriginalReply0

BagHolderTillRetire

· 17h ago

Damn, this reverse thinking approach is pretty clever. Honestly, I haven't seen many people think this way.

View OriginalReply0

MoonMathMagic

· 17h ago

I respect the concept of reverse thinking, but it depends on whether the data center team can withstand the adjustment period. Not all undervalued stocks are opportunities; some are just damn companies.

View OriginalReply0

GateUser-beba108d

· 17h ago

Reverse thinking is indeed scarce, but I think this logic is a bit far-fetched... Is the demand for AI chips overly compressed in terms of marginal benefits? To put it simply, data centers are still benefiting from this wave of dividends, so why are they instead being squeezed?

View OriginalReply0