"Nvidia CEO Jensen Huang is set to meet with Republicans on the Senate Banking Committee on Dec. 3 at 2pm" Oh daddy Jensen, pls take us to Valhalla

---

You should borrow it and let me tke care of all your investments personally. DM me where we can meet for you to drop the cash.

---

OP you're so silly you little goose There is this thing called TAM and the reality is the TAM for chip demand is so high that NVDA can't meet it and they never will.  They will always be a sexy daddy power house but other players will step up to capture some of the market share which NVDA itself can't capture - this is all normal economics 101 kinda stuff. It's the shit you learn as a senior in highschool nothing new.  It's like NVDA is running a hotdog stand in a busy block of New York. Every day they can sell 1,000 hot dogs but they have demand for well over 2,000.  Other vendors noticed this and even though their hot dogs aren't the same or as good, they start to sell some too because fuck it some of the 2,000 people will buy them.  NVDA will keep selling 1,000 a day, new players satisfy some of the unmet demand.... win win. OP is everything that is wrong with morons today. Morons today are dumber than morons were yesterday

---

Interesting pump with Jensen set to meet Senate Banking Panel GOP tomorrow

---

I suspect some people on twitter use chatgpt or other AI chat bots to write their long arse posts about nothing that could be done in a few sentences. Why do people do this? Do they think people will read if they write like Bill Ackman? Speaking of him, may I meet you?

---

#JPMorgan on "Is AI a bubble?" Unlike past episodes of speculative excess, today’s AI cycle is being largely financed by profitable, cash-rich firms and underpinned by robust demand. The tech sector’s free cash flow margin, near 20%, is more than double its late 1990s level, underscoring both robust profitability and the capacity to self-fund AI investment. AI spending is also translating into monetized demand for AI hardware, cloud services and software, helping justify continued investment. Indeed, bubbles burst into nothing, but the AI theme is building real infrastructure to meet growing demand. Still, markets are struggling to price a technology that is advancing at exponential speed. Earnings growth has been extraordinary, but expectations have risen even more so. Tech sectors have accounted for 36% of S&P 500 earnings and 56% of the index’s capital spending growth over the last 12 months, leaving markets vulnerable to any missteps, such as a slowdown in business adoption, power constraints or faster-than- expected hardware obsolescence. The stakes are high, and visibility into the ultimate winners limited, but this looks less like a bubble and more like the tumultuous beginnings of a structural transition. Whether bubble or boom in valuations, profits or innovation, selectivity and balance are critical for portfolios. Within growth, the tech sectors have obvious appeal given their exemplary profits, while consumer discretionary has lagged this year, beleaguered by tariff pressures, a softening consumer and a relatively weak showing from the sector’s Mag 7 names. Within AI, beneficiaries should continue to broaden out from the innovators (tech) to the enablers (industrials, utilities) and the adopters (financials, health care). Traditional value sectors like energy and consumer staples may continue to struggle due to low oil prices and a deteriorating low- end consumer, while financials boast resilient earnings and differentiated catalysts like deregulation and yield curve steepening. While markets appear undeterred, even with solid fundamentals markets can correct, investors should be prepared for both success and setbacks.

---

ALL APES AND BULLS ARE VEGAN U WANT TO MEET ME AT UFC GYM IN NYC ?

---

Sorry we have a quota to meet

---

Stock market is fake. People just buy and sell and that affects the price. Bubble talk? Sell, and now stock goes down. But what if we literally banded together and just all stayed positive. Everyone buy and just keep buying. I didn’t buy mdb calls like I wanted to and now I’m just going on and on in a chat room with people I will never meet. What bubble? That’s loser talk. Never sell, unless you’re just selling to buy more. Like that burry guy is such a cuck man. Dedicating his life to FUD. We need less of him in the stock market. Congrats dude you predicted the housing crash and what the F do you know about AI? Literally nothing, bubble boy.

---

Ok good luck. I’ve yet to meet someone using leverage who’s made it to age 60 without a massive collapse along the way. Maybe you’ll be the first.

---