$NVIDIA (NVDA.US)$ I just want to put this out there because...

this morning I've heard no less than 10 times well when will all of this investment (capex)  generate profits we don't even know if it's going to generate profits?

and we heard the same bullshit rhetoric for the past several weeks on every station just constant shoving it down her throats while they're spending all this money but they don't know if it's going to generate a profit what if it doesn't then everybody is going to stop spending in which case Nvidia is overvalued..

in sales there's a process it's called the reduction to the ridiculous you need to break things down to a level where the average person has the ability to comprehend it and a lot of times you need to relate it to something that they can understand.

so let's try this here and this is probably going to be a two-part because as you know I don't need a script like the vice president to read from, and I can be rather long winded in my explanations.

it's approaching the back half of every November and everybody knows what that means it's Thanksgiving. so you start to figure out how many people are going to be coming over to your house and what people like to eat and what they don't like to eat and how much food you have to make and the different types of appetizers and the different vegetables that you need to have and do you need one turkey or do you need to get two turkeys or do you want to get a chicken and a turkey in case somebody wants chicken do you want to get a duck for the people that don't like turkey..

so you run to the store like a lunatic running up and down every aisle with your list throwing everything in the cart, thinking..oh my God I'm spending all this money ...I don't know if I'm going to have enough food for everybody... I don't know if they're going to like it ...I don't know who's going to show up ...I don't know if they're going to be satisfied with what I'm making.. (this is the build out of data centers this is the capex being spent by the hyperscalers)

so now you're at the checkout counter and you go oh my God look at all this money I spent I can't believe I just spent all this money.. I don't know if I bought everything I don't know if I've got the right ingredients and you start going over in your mind this is going to be a disaster I hope people show up I hope they have enough to eat... (this is the bobbleheads on TV creating all the reasons of doubt that AI is not worth it that it's a lot of money but when are you going to get a return on investment)

and then the people come over they eat they get stuffed one of your relatives is passed out in the recliner he overdosed on Turkey.. everybody's happy, smiling, felling great..

this has what has yet to have happened but will happen with AI..

everybody thanks you hugs you says they can't wait to return next year..

start making your list and buying the stocks now don't wait till next year.