A man named Marc Chaikin says that buying things related to smart computers and computer chips is better than buying things related to digital money, because the first ones are more real and useful. He thinks some computer chip companies have become too expensive and people should sell them and buy other smart computer stuff instead. Read from source...

1. The author uses the metaphor of "puff of smoke" to dismiss crypto as a mere illusion, while ignoring the potential benefits and innovations that cryptocurrencies can bring to the financial system and society at large. This is an oversimplification and a straw man argument that does not address the real issues and challenges that crypto faces, such as scalability, security, regulation, etc.
2. The author favors AI over crypto for solid investments, without providing any evidence or criteria to support this claim. He also fails to acknowledge that AI is a broad and diverse field that encompasses many different applications and domains, some of which may be more or less profitable than others in the short or long term. Furthermore, he does not consider the possible risks and ethical implications of AI, such as job displacement, privacy invasion, bias, etc.
3. The author cites Marc Chaikin's opinion as an authority on investing, without providing any credentials, track record, or sources to verify his credibility or expertise. He also does not disclose any potential conflicts of interest or affiliations that Chaikin may have with the companies or sectors he recommends or criticizes. This creates a lack of transparency and objectivity in the article, and may influence the reader's perception and decision-making.
4. The author relies on anecdotal evidence and vague recommendations to support his claims, such as selling Super Micro around $1,000 a share, or buying AI plays like NVIDIA. He does not provide any historical data, technical analysis, or fundamental factors to justify his suggestions, nor does he consider the market conditions, trends, and risks that may affect the performance of these stocks. This makes his advice less reliable and useful for the reader, who may need more comprehensive and customized information to make informed decisions.