NVIDIA

“Going from being a designer of hardware that we know has a ticking time bomb until everyone else catches up to like the awesome business vision of vertically integrated stack where we own AI and the data around it and can do differentiated stuff. Great story. …”

“It literally doesn't matter what they report, the stock will go up.”

“It's gonna be fine for a while, but it's gonna crash because people are, because it's not, it's kind of experimental spend.”

“People are racking all of these NVIDIA servers and then under utilizing them, right?”

“Nvidia is a three trillion dollar company selling a machine that takes meaning and generates a bunch of noise around it, and then flips around and compresses back the noise to the meaning, and like, what have you done, right? Like, you've created no value, rig…”

“I would never short NVIDIA because that is a crazy fucking idea, right? Like I think part of the reason that some of these things rip is because people should be rightly terrified to short them”

“You know what also got reported this week was how NVIDIA scrapped their large language model they had been working on that had been stealing all this information, like, in content from Netflix and everyone else, and they realized, oh, shit, we really can't lau…”

“You should not short NVIDIA because you can't short anything that's a meme stock that way, it's too dangerous, which is part of why they had such high valuations, but yes, it does not justify its valuation.”

“Jensen from Nvidia talk about Nvidia's management structure. Like they seem to actually operate this way where he has something like a hundred direct reports. And they have one management team meeting every week, and they talk about all the problems, and it's …”

“Well, no, don't short NVIDIA. Short the rest of the asset class.”

“And NVIDIA, the king of this generation, of this AI race, is in a constant race to build, design, ship new chips at very rapid pace. And it is straining their relationship with TSMC.”

“All the developers that, you know, are, we're looking at investing in you, you're seeing it as the API that everybody's using. People talk about using the other ones, but, you know, despite Anthropic maybe having better software engineering models or Elon buil…”

“Look, I think the Nvidia story, which is fascinating is you have a three trillion dollar company that's trying to call up the value chain because fundamentally what they currently do will get commoditized.”

“They made so much money on their Nvidia trade. It doesn't, it's irrelevant.”

“Our guess was 10%, and we guessed three hundred million. It was actually closer to six hundred million.”

“We moved the company's stock price earlier in the week by reporting that Amazon was undercutting, trying to undercut NVIDIA's latest project products with their second generation Tranium chip. At 75% off.”

“Jensen was talking about the number of billionaires on his management team last week at the AI event in DC.”

“Oh my God, when this unwinds, it's going to unwind hard.”

“NVIDIA is sort of the ultimate trading partner at the moment.”

“It's actually not about the dollars and cents. It's literally about this, like, meta power game of thrones.”

“If that's true, then the top two coding models Gemini and Anthropic are trained on TPUs, not GPUs. And I think that's a really big deal.”

“Like, I'd argue the cost for meta of belief isn't that high. No one really cares. They can fork over a few years of cash flow, right? Like, investors will look the other way. They'll kind of be like an Oculus. They'll be mad for a minute, but get over it, righ…”

“They make a mistake thinking that a TPU or a Tranium or from Amazon or something a company develops itself has to be as good as NVIDIA. It doesn't because NVIDIA's margin is so big. It can actually be a fraction of as good as NVIDIA and still cost effective.”

“We reported that Google thinks it can get 10% of NVIDIA's business. Revenue.”

“NVIDIA will be down 15%.”

“NVIDIA has been really helpful to OpenClaw over the last many weeks. They've actually brought engineering resources to the bear.”

“The sheer level of, I mean, one trillion dollars of demand for their chips over the next year.”

“Jensen just said, I didn't wake up a loser today. I'm not a loser. You know, it was like a, it was pretty intense.”

“You know, I think if you look at NVIDIA, you know, rent, spot rental on NVIDIA servers is down, like, 22% week over week the last couple of weeks. But all of the capital is shifting to, Buying actual raw metal.”

“Nemotron's fine. This is substantially better. This one's competitive with the Chinese models.”

“None of this goes back to NVIDIA. This is why Jensen's brilliant. He basically set this up as SPVs that will basically borrow against the taker pay agreements of the off takers of the neocloud guys that are saying we're all going to need 3000 dollars a month f…”

“And then you have like duration mismatch between like the hard assets and the financing. So like the chip, depending if you look at meta or Amazon debate, whether it's a three year or five year depreciation, but it's, you know, called three, the debt, Amortize…”