- Jensen is literally dancing on stage, signing tits and eating food on the floor
- Trump is telling you stocks should go up, not down
- Google is increasing capex
- Goldman Sachs and Morgan Stanley are giving 10x SpaceX revenue multiples
And you're BEARISH?
Serious answer:
We have 250 years of America. World cup. Mid-terms and Three $1T dollar IPO's. This all needs liquidity and high sentiment. The broligarch are all in coordination.
TSMC and Memory companies are systematically controlling the bubble. Despite Jensen pounding the drum for them to 3-4x capacity. (They deserve to be rich from this act)
Their plan - Demand stays higher than supply, prices stay strong, and they make great margins without betting the company. They'd rather sell out and raise prices than overbuild and risk a crash.
They've lived through this before. Memory especially has a long history of boom and bust, where someone overbuilds, the market floods, and everyone bleeds money.