The price to rent an Nvidia H200 just collapsed from $7/hr to $4/hr in three weeks.
A -40% drop in the cost of the single most strategic asset in tech.
When the underlying commodity that powers your entire thesis loses 40% of its value in a month, that usually means one of two things: supply finally caught up, or demand was never as deep as the headlines said.
Either way, somebody is selling.
So why is the AI trade still pricing in scarcity?
Absolutely remarkable from @joshxhowie
What a remarkable act of courage from a man who knows the cost of speaking truth.
Bloody brilliant. Do you hear him @BoardofDeputies ? Do you hear him @MuslimCouncil
Stop petting the fucking crocodile
Big shift in oil markets today, the UAE is leaving OPEC. Less control over supply, more free-market pricing, and potentially lower fuel costs ahead. Good news for consumers, transport, and car industries.
#opec#UAE
@gageantonio Well done, its not always easy to pick the side of light! But what's right is right. The reactions of the others tell you everything you need to know.
@chicagocactusX@EYakoby Yes, I mean we've only found cures for cancer, early indentification of Parkinsons, USBs, computer chips, sat nav, iron dome, mobileye...imagine what we could invent if we were left alone by radical Islam. The mind boggles :)
@Jasonjygw@VividProwess This is called whataboutery. This a mourning post for a man that underwent the most horrific thing ever, having his entire family kidnapped and finding out they killed his babies and wife. Just let him mourn.
@S_R_Goddo@RalphAL01@HilzFuld And you are exactly why we are coming home to Israel. You can't hurt us here. Enjoy running Europe and the West into the ground like you do everywhere you go.
@CampbellVinessa @Resist_05 This is a classic blood libel. You pop up from generation to generation and you might have a different name and face but you're all the same. It's pathetic and only pathetic people fall for these ridiculous conspiracies.
In this holiday-shortened week 🇺🇸, with Martin Luther King Jr. Day and Trump’s inauguration, all eyes are on key earnings like Netflix 📺 and the University of Michigan Consumer Sentiment Index. Will these events shape the markets? 🤔
Stay updated with AvaTrade for the latest insights and opportunities! 🚀
#MLKDay #EarningsSeason #Netflix