$Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) $NVIDIA(NVDA.US) Amazon just dropped a bombshell to challenge Google and NVIDIA: the Trainium 3 AI chip—faster, more energy-efficient—plus four Nova 2 models and the industry’s first “open-training” approach. Their next-gen chips will even “merge” with NVIDIA’s ecosystem. New models, new chip hype—Amazon is absolutely blowing up the stage. I’m really feeling that love-and-fear mix… going head-to-head with Google while teaming up with NVIDIA, the hype machine is running at full power.

But then you’ve got insiders warning AI is out of control and could destroy the planet—if that narrative blows up, could the stock tank in the short term? The market feels overheated already, but missing out feels just as bad.