So, NBIS and chill right? If google steals some of Nvidia's demand they can just buy TPUs from google. Can´t go wrong.

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I agree but CUDA is so widespread that abolishing it would take too much time, it's like C++ vs Rust

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Leaked recording reveals Campbell's exec's shocking remarks about soup's ingredients: “We have sh*t for f*cking poor people. Who buys our sh*t? I don’t buy Campbell’s products barely anymore. It’s not healthy now that I know what the f*kcs in it...bioengineered meat, I don’t wanna eat a piece of chicken that came from a 3D printer.”

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Wait ... you are the guy in this sub, who isn´t already completely mad? Here!!! I found him!!!

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Yes. It is a loan you grant, where you get back your money in 25 years without much interest. Obviously, since it is a growth company you hope, it will be faster. Only 20 years. No one, absolutely no one buys this stock at it´s current valuation, because he thinks, the company is worth it. People buy it solely relying on the hope, that there will always be another buyer, who buys the loan off and pays more for it. And that is by definition a bubble. And at the current valuations there is just not enough money, to drive Nvidia ever higher without basically starting selling off everything else. So if you consider buying Nvidia a series of cashflows, you will not find it a great investment. You will find that it is a great company, that is well overpriced. But people right now don´t think that way. People think, that every week, they go to bars to sell their tulip options, there will be people who pay more. Because that is, how the game is being played. In terms of "The Big Short" we are not the genius short sellers. Neither are we those greedy bankers. Most of us here are the strippers. And if we manage to get out before the housing market declines nationwide, we actually will be fine and have made a nice profit. If we are greedy and believe, there is no top of how much money is available and willing to buy Nvidia, then we will be exit liquidity.

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Don´t worry about Elon. When the citizens of the GDR stormed the Stasi headquarter amongst the first entering were CIA and "others." I have little doubt that infomation Doge had access to has travelled abroad.

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GOOGL has good P/E, was the company that introduced the architecture that accelerated AI development (transformer architecture, aka the “T” of GPT), is a leader in foundation model development (AI), has the capacity to develop their own processors (TPUs) so they’re not burning cash like OpenAI, will likely be able to sell those processors, has a number of other impressive revenue streams, and isn’t caught up in the commingling cluster fuck if investment vs sales like the Oracle/NVDA/MSFT/OpenAI shenanigans. The market is just slow to adjust, because retail and much of Wall Street get caught up in growth stocks as opposed to value stocks. Is NVDA still a strong contender? Oh yeah, but wallstreetbets is about six months behind the curve 

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Dr. Michael Burry posted his apprehension on the accounting. And also today afternoon he has again published another note. Here is the link: https://substack.com/@michaeljburry/note/c-180823107

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Anyone other than MichaeI Burry also worried about GPU/TPU depreciation? >In this video, VP and GM of AI and Infrastructure at Google says: >**Google's 7 and 8 years old TPUs are still seeing 100% utilization** Source: [https://www.youtube.com/watch?v=OsLRf6r5U9E&t=240s](https://www.youtube.com/watch?v=OsLRf6r5U9E&t=240s)

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I remember just a few months ago, [people on reddit](https://www.reddit.com/r/stocks/comments/1hudvgj/thoughts_on_rumor_that_googles_pichai_is_expected/) and in investment media like CNBC wanted the CEO Sundar Pichai fired from Google because they had fallen behind ChatGPT... How tables have turned today!!! I was heavily buying Google stock then. None of these Wall Street analysts setting up price targets know jack sh!t. Do your own deep research before investing

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