To The Moon

$NVIDIA(NVDA)$  My take is that he became far too cocky because of his close relationship with the president. He probably felt untouchable, believing his powerful connections would shield him from any consequences. Someone as intelligent and calculating as him would surely have considered the possibility that the woman, who reportedly also holds a Hong Kong passport, could be a spy or a honey trap. Yet he apparently didn't care. Being Taiwanese, with connections in both the US and China, he would certainly understand the geopolitical risks. Of course, there's also the intriguing possibility that he himself could be playing both sides — although that's pure speculation. He even seemed to conduct his affairs almost ope

See US10Y, PPI tonight. Nvidia can take a back seat first.

Even the most brilliant minds on Earth can still do the most basic, stupid things. Apparently, having extraordinary intelligence doesn't automatically come with having common sense. Turns out, artificial intelligence is easier to develop than natural intelligence. 😂

Pence sounds familiar. He was the VP. But in another lifetime [Facepalm]  

Jensen kena fired or bo fired, wa bo chap lah! His trillions also bo come into wa pocket. NVIDIA huat until fly to the moon, wa still lim kopi downstairs. Wa chap simi? 😂” “Jensen eh lui, bo si wa eh lui. Bo my taiji lah!” 🤣

The wife has yet to show her hand. After all, revenge is a dish best served cold… and she's probably still preheating the oven. 😂🍿

Debt is debt. See you in 2027 [Glance]  [Cool]  [Angry]  

$Energys Group Limited(ENGS)$ Scammers celebrate Christmas early [Facepalm]  

$CoreWeave, Inc.(CRWV)$ The Major Risks to the CoreWeave Model The "CapEx" Debt Trap: Buying NVIDIA’s latest Blackwell or Rubin systems costs billions. Because CoreWeave does not have the deep cash reserves of Microsoft or Google, they have taken on over $10 billion in debt secured by the chips themselves. If renting demand dips even slightly, paying back those massive hardware loans becomes incredibly difficult.Rapid Hardware Obsolescence: Computer chips depreciate faster than almost any other asset class. A cutting-edge $30,000 NVIDIA H100 chip bought a couple of years ago is rapidly losing its premium rental value as newer architectures roll out. CoreWeave must extract enough rental profit to cover the cost of the chip before it becomes obsole

Americans felt inflation every time they opened their wallets, and they voted blue to make their frustration clear. But Wall Street apparently needed a 0.4% CPI print to discover what voters already knew. Go ahead, keep betting on a favourable PPI later this week. Apparently, wishful thinking is now an inflation indicator.