SummerNight
05-09

$NVIDIA Corp(NVDA)$ this whole weeks set of bad news and bad earnings have only been offset by the feds quantative tightening reversal.. ai is nice but nothing extraordinary that hype is going to pop soon how many more chips do these companies really need?? everyone is making a LLM but no one is making actual AI.. self driving cars aren't trusted and won't be and we've been waiting for tesla hype to deliver this tech for at least what 15 years now?? it's just not happening to the level that was promised and ARM / NVDA 75x or 35x forward earnings is just unsustainable when investors decide to take profits this is gonna get ugly..

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