Don_p

@brl11 Great post - TY

Nvidia is the world’s most valuable company, generating $120 billion of annualized net income selling highly engineered chips and software that have required decades to perfect. So why have they felt it necessary to issue a rebuttal to short sellers like Michael Burry? Three reasons: 1. It is difficult to sustain 75% gross margins when some of your biggest customers are unprofitable, and your chips are 80% of their costs. 2. Those unprofitable customers are dependent on investors to fund their losses. Investors can move in herds, and their confidence about AI has been made fragile by OpenAI’s "manifestly ridiculous" $1.4 trillion of compute commitments. 3. More broadly, Nvidia is unsure where value will land in the AI business. Anyone using the latest models knows how they can lower the cost of legal advice or reading an MRI. Our own work finds that reading an MRI costs $150 for a human doctor compared to $0.15 for an AI model. This 99.9% spread is the biggest we have ever seen in business. But who gets it? The chip maker? The model maker? An application maker? The doctor? The patient? Nvidia’s real competitor is Google, which generates $140 billion of annualized net income and owns important assets across the full stack of AI: TPU chips; Gemini models; data from 3.5 billion humans using its services; and distribution across multiple surfaces like Search, YouTube and Cloud. Nvidia’s strategy is to support its customers’ efforts to raise investor capital until their businesses capture enough of that 99.9% spread to be self-sustaining, and to hope that its own 75% gross margins are sustainable. A loss of investor confidence impairs this strategy, which why the rebuttal was issued. Google’s strategy is to drive costs down across the full stack, to protect Search's advertising business and to generate profits wherever they end up landing. Its founders have said they are willing to bankrupt the company rather than lose in AI. Investors chasing winner-take-all outcomes across the AI stack may be disappointed. Based on how unit economics look today, much of AI looks like a commodity business in which low cost wins. Nvidia’s and Google’s strategies are in obvious conflict. Some investors will make a lot of money and others will lose a lot. More will be revealed as this unfolds. Pass the popcorn.

$NVDA Looking at that H100 price chart, I see we're in a terrible supply crunch. Prices absolutely skyrocketing to... $1.97.

@NoahEpstein_ Hitman

Just sold my digital hitman for $7K + 20% of every dollar it prints forever. Basically armed robbery with a laptop, but when you see this thing convert cold leads into meetings, you'll call me a saint. What this AI assassin does: - Stalks prospects across the entire internet - Finds emails on websites - Crafts messages so personal they think you're psychic - Closes deals while you're asleep / at a strip club / or both My client's about to print millions and I'm just gonna act like I didn't just finesse the deal of the century. Hope he never finds this tweet. Follow + RT + Comment "hitman" and I'll send you the link to my free Skool community where you can download the files, cheat sheets, and watch sales bros everywhere panic.

@MichaelAArouet Now do Mississippi and California

@theblockupdates Which one is compromised, Gensler or SEC account?🤡

*GENSLER SAYS SEC 'TWITTER ACCOUNT WAS COMPROMISED, AND AN UNAUTHORIZED TWEET WAS POSTED' - THE BLOCK PRO

@AutismCapital @GaryGensler @SECGov 🤣🤣🤣

@GaryGensler @SECGov LOL!!!!! WHAT IS THIS CLOWN WORLD

The @SECGov twitter account was compromised, and an unauthorized tweet was posted. The SEC has not approved the listing and trading of spot bitcoin exchange-traded products.

@bitcoinarchive 🤣🤣🤣

@jenshigh @EnerginetDK Gottesgabe?

Surprised to see how unstable Solar is performing in Germany This is from a 153 MW solar farm The production is very unsmooth, I guess because of drifting clouds? This increasing costs for consumers, not the owners @EnerginetDK sheds light on the matter: energinet.dk/om-nyheder/nyh…

@TheFlowHorse 🤣

Oh wow Tesla CyberTruck beat a Porsche? Cool, I'll still take the Porsche. You can take back your truck that looks like it was the result of a Kindergarten drawing competition.

@gurgavin Agree. Also, someone go check on $PYPL hodlers

S&P 500 CLOSED AT A NEW YEARLY HIGH TODAY SOMEONE GO CHECK ON THE PEOPLE CALLING FOR A 80% CRASH THIS YEAR $SPX

@0xaporia 🤣

"proprietary data" USM2+(ECONOMICS:CNM2/USDCNY)+(ECONOMICS:JPM2/USDJPY)+(ECONOMICS:EUM2/USDEUR)

@zbailey83 @friendtech Need one ☝🏼

@friendtech Got one code up for grabs! Reply if u need one!

Get an invite code from a friend and try the app at friend.tech on any phone

@WifeyAlpha @TheMarketDog Wife changing money on table this week

@trader1sz @Trader_XO 🤝 thanks for playing fellas

@Trader_XO multiple 7 figure day 🤝

@realXRPwhale Asking for a friend, what is happening below 0.56$?

@realXRPwhale Still holding key levels?

@realXRPwhale 🤣

@gurgavin Yes, please. I don’t see a single reason to buy PYPL

SHOULD I DO A THREAD ON WHY I LIKE PAYPAL SO MUCH AT THESE CURRENT PRICES $PYPL ??

@AsennaWealth 🤣

Open a $TSLA chart on TradingView and see what happens. Hopefully this is a one off. Lol

@AsennaWealth $AKT ?

As you're coming out of a stage 1 base on indicies the underlying instruments that have already broken out of their bases and are creating higher bases (already trending) tend to be where the explosive moves come from on the next breaks because money will be concentrated on stocks making 52week highs (relative strength). They're consolidating above the 200d in a weak tape.