Fears of peak AI chip earnings versus a bet on a lasting compute shortage

A post says fears of peak earnings are weighing on AI chip and supply-chain stocks. It claims Musk has decided to sell SpaceX compute entirely on the spot market, expecting shortages to last years and prices to rise. The writer argues customers could cut that higher-priced, short-term compute first in an overbuild. Another post notes new highs in Google Trends interest in AI, with earnings interest below the previous two quarters so far.