@BowsacNoodle @AngryWraith equity risk premium lowest since dot com era
worldwide recession, major stock markets melting up
consumer credit wiped out, excess spending down
nvidia's vendors leveraging 1.1 billion purchases with 20 million cap
flat payouts to nvidia's licensee despite doubling revenue
strangely timed stock buybacks (25b announced yesterday)

Nvidia: we will put 5 times as many servers running AI sims in 5 years, people are gonna pay for it too.

if they announce a real world application of new tech i would believe them. something like behavioural modeling or new manufacturing management system. even if they say they want to go into car production, it will make more sense.