papayalamington
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$NVIDIA (NVDA.US)$ Did Mr. Huang not sell any stocks today?
Translated
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papayalamington
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While $Amazon (AMZN.US)$ $Microsoft (MSFT.US)$ may overbuild in the short term if AI demand weakens, they are not renting GPUs at a loss. They've been very clear that capex is fungible for other purposes if demand disappoints vs. forecasts, perhaps w/ some time lag (would be more concerned abt others like $Oracle (ORCL.US)$ / Coreweave recovering ROI in a downside case).
The debate regarding AI capex ROIC s...
The debate regarding AI capex ROIC s...
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papayalamington
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from twitter
2008 Sep: the bankruptcy of Lehman Brothers
2020 March:COVID 19
2024 August: ?????
$S&P 500 Index (.SPX.US)$
x.com
2008 Sep: the bankruptcy of Lehman Brothers
2020 March:COVID 19
2024 August: ?????
$S&P 500 Index (.SPX.US)$
x.com
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papayalamington
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$NVIDIA (NVDA.US)$ we no longer have feeling on the dip..
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papayalamington
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$NVIDIA (NVDA.US)$ ahh repeating yesterday's story?
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papayalamington
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$NVIDIA (NVDA.US)$ their gonna rug us again anybody thats in any of these shits who knows when
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