Go lookup the article in the journal of nature where the guys in Europe trained LLMs using capacitors instead of transferring data between ram or idk its all over my head..but they used 7,000x less power than nvda's best chip. There are risks to nvda that dont soley include AI not being useful and advancing at pace. If another technology makes their gpus irrelevant, they are fucked. Not saying thats going to happen, but it IS a possibility.

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Back in the summer of 2022, when the Federal Reserve was slowing the pace of its bond purchases, inflation was just about to peak and oil prices had taken off because of Russia’s war on Ukraine, Jamie Dimon warned of an economic “hurricane” that could thrash global markets #AND HE WAS WRONG

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Glad Lee Pace is gay. the less competition, the better.

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🚨 GOLD WATCH 🚨 GOOOOOD MORNING LADIES & GENTLEMEN!! Another day another GOLD rip? Last night we saw a dip to 4019 & this morning we are already back to 4070 & chugging upward at rapid pace. Will calls print AGAIN? Will gold go up another 2% today? We can only wonder what AI Gold is using to run their algorithm. Gold must be opening up data centers at a staggering rate across middle America to pump like this. GOLD TO MAKE A DEAL WITH OPEN AI????? Tune in this afternoon for more, GOLD WATCH

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Even if hypothetically there is no bubble and the demand for AI is extremely high, this whole dance to show revenue when there is none, PR stunts, gives me a really scummy vibe. Of course most likely nvda and orcl don't see their revenue growth continuing at the same stellar pace unless they engage in these games. Which is a bigger concern.

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why does it have to be a bubble? they can sustain this investment pace almost forever

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Reminder that open AI is unprofitable and oracle lost 100 m renting out Nvidia’s blackwell chips last quarter. And that US Total factor productivity hasn’t changed it’s pace almost at all since the AI boom started Edit: I did not downvote you btw

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Aside from the AI circle jerk and stealth bailouts of US Gov buying stales in X industry, could the AI bubble have been delayed due to the Tariffs? Because the Tariffs are eating into corporate profits, and corporations unable to shift costs to 100% overnight to avoid the spotlight, is this possibly a bigger driver than other factors in companies looking to AI for efficiency?  One that would not have happened at the same pace without Tariffs?

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RDDT going to 0 within 2 weeks at this pace

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Oh AMD, you fill that gap when you feel like it. At your own pace. I get it. Don’t worry about me. You selfish fucking WHORE.

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