This makes me want to boot up my account.... been 5 years....

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He doesnt give a fuck who's neck the boot will be on next, just that its there and he sells the boot. Today he'll say sell services to track down illegals for ICE, if next admin flips 180 he'll sell them services to track down ICE agents for prosecution. The key point being, he supports what ever his main client wants to do.

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The boot won’t lick itself

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Did you just finish boot camp

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Have you pulled yourself up from the boot straps yet son ?

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Man Jensen really licked the cheetoh boot hard as hell on Rogan. He knows just where his g spot is

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Time to get a job and pull up your boot straps.

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The poors will need to pull themselves up by their boot straps.

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pull up your boot steps and get into the 2%

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Do keep in mind there are competitors coming in the next year. Nvidia is EXTREMELY over valued relative to revenue and profit. Using your same argument of it takes 2 years for there to be a slow down of people using Nvidia (I assume you’re saying because 2 years for new manufacturers to start manufacturing new SCs) it also takes Nvidia 2 years to scale up their operations. Nvidia doesn’t control or own their own manufacturing. They can only charge more for their chips, and will people spend 20x more for their chips? That’s the only way their valuation is currently justified. Even with the project new SC Fabs being built they would be able to 20x their supply not even close. Potentially they can 3x it. All it takes is one world event to shut their price down back to a reasonable valuation (something like -50% or-80%). The events are highly unlikely but could be China invades Taiwan (TSMC production halted). China ships AI chips that better and cheaper worldwide. Other wars. Company like OpenAI gets found out for some big legal issues and is shutdown. Massive security issue found in Nvidia chips. Stuff like that. Compare Nvidia’s valuation to other companies not in tech. Find a business that builds a product, doesn’t own the manufacturing, and is worth 20x the revenue they bring in. Compare them to Ford, completely different business, but Ford owns the manufacturing. Ford has about the same revenue of $50B a quarter and Ford is worth about $50B. Nvidia brings in about $50B and is worth $4,370B at the time of writing. Completely different businesses of course. But what makes you believe Nvidia is going to 20x? It can’t even 20x its manufacturing in the next 5 years. It has no control of its manufacturing. All it can do is raise its prices. And there’s competition coming in the next 1-2 years. People said the same thing 10 years ago regarding Nvidia and cryptocurrency though. And we all ate our boot on that. Just how many times can Nvidia flip the coin and guess it right? My bets are on Nvidia is going to get hit with a big dump in the next 1-2 years. OP is a well regarded man for doing it in December of this year. For me the writing is on the wall. If it’s such a BUY BUY BUY why isn’t Berkshire buying? Why have they sold nearly everything they have? Why are they sitting on hundred of billions in cash? My guess is they are waiting for everything to go on sale. If now is a great time to buy why do the richest in the world have so much cash right now? Blackrock isn’t buying, Berkshire isn’t buying, and most public stockholders aren’t buying. They are piling up the cash and doing short term bonds so they can buying when things are on sale. I will gamble and do puts on the way down and buy on the way up.

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