@StanphylCap Are you short NVDA? Why is Jenson Huang entering PC and networking business? Just to generate the kind of revenue growth that Wall Street expect of him?
@StanphylCap Are you short NVDA? Why is Jenson Huang entering PC and networking business? Just to generate the kind of revenue growth that Wall Street expect of him?
When either $GOOG, $MSFT, $META or $AMZN announces a cut in AI capex to stop their falling-knife price action, $NVDA will crash big but the overall market will rally.
The last 3 government shutdowns:
October 1, 2025: President Trump
December 22, 2018: President Trump
January 20, 2018: President Trump
Almost like there is a pattern here.