"use client"; import { motion } from "framer-motion"; const messages = [ { side: "bull" as const, author: "Bull Researcher", text: "NVDA demonstrates exceptional fundamentals with 122% revenue growth and industry-defining margins. The AI infrastructure buildout is in early innings \u2014 data center revenue alone grew 409% YoY. The MACD bullish crossover confirms technical strength.", }, { side: "bear" as const, author: "Bear Researcher", text: "Valuation is stretched at 65x forward earnings with RSI approaching overbought territory. Insider selling has accelerated and China export restrictions pose material revenue risk. Social sentiment shows FOMO-driven buying \u2014 a contrarian red flag.", }, { side: "bull" as const, author: "Bull Researcher", text: "The premium valuation is justified by a near-monopoly in AI accelerators. Blackwell architecture orders extend visibility through 2026. The addressable market is expanding \u2014 sovereign AI alone represents a $100B+ opportunity.", }, { side: "bear" as const, author: "Bear Researcher", text: "Competition is intensifying from AMD MI300, Intel Gaudi, and custom silicon from Google, Amazon, and Microsoft. Customer concentration risk is real \u2014 top 4 hyperscalers represent 45% of data center revenue.", }, { side: "judge" as const, author: "Research Manager", text: "RECOMMENDATION: BUY with conviction. Bull arguments regarding early-cycle AI infrastructure and expanding TAM outweigh near-term valuation concerns. Position sizing should reflect elevated volatility. Entry at current levels with 3-month horizon.", }, ]; const sideStyles = { bull: { border: "border-l-2 border-l-green", bg: "bg-gradient-to-r from-green-dim to-transparent", author: "text-green", }, bear: { border: "border-l-2 border-l-red", bg: "bg-gradient-to-r from-red-dim to-transparent", author: "text-red", }, judge: { border: "border-l-2 border-l-amber", bg: "bg-gradient-to-r from-amber-glow to-transparent", author: "text-amber", }, }; export default function DebatePanel() { return (
Investment Debate Round 1
▲ Bull vs ▼ Bear
{messages.map((m, i) => { const style = sideStyles[m.side]; return (
{m.author}
{m.text}
); })}
); }