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Nvidia’s Half-Trillion DeepSeek Crash Says Singularity’s Upon Us
We talk a lot about the "wealth effect" as it relates to the interplay between asset price appreciat
Who doesn’t know the five best rappers of all time???
Jensen’s and Dylan’s fates were always going to be the same. They can’t spit hot fire forever…
I immediately went to Dylan Thomas. Do Not Go Gentle Into The Good Night – rage, rage before the dying of the light…
Why would this make strategy and analysis meaningless? I think this actually makes strategy and analysis meaningful again.
Last Friday was the day that people could have used some analysis and strategy to insulate themselves from these types of shocks or even benefit from them by being well positioned in certain sectors that rally today.
Plenty of opportunities, and for smaller businesses, commoditisation of AI can be an accelerant for growth that might previously only have been reserved for large caps.
Are you serious? Look at a waterfall chart of SPX or NDX return attribution for a given week, month or even for a whole year. These companies are all that matter. Ask David Einhorn about this. He’ll tell you.
I decided to look up leveraged NVDA exchange traded products this morning just for funsies, and there are some juicy 3x leverage options out there. They’re down ~50% last I looked.
Leveraged leverage. I wonder how many really large players have been using products like this to try beating, or even keeping up with the averages. And how many individual, mostly younger investors have been “killing it” and even shunning investing in a place to live to chase this rally up into the ether. And what esoteric products not even being discussed are tied to this rocketship to the heavens? Also wonder if this is the beginning of the end for the bullsh*t market, or just a preview of what’s to come?
I have stamped in my mind a date – 2035 – for singularity – real singularity, not just in equity markets. R1 has proven that it is coming and also shows how ridiculous the valuation of equities has become. But 2035 is too early. Our future is cyborgs – Spock of the Enterprise, if you will – and not the Huckabees and a large fraction of our populace who believe the Bible is more than a fairy tale. As sentient beings we have a long way to go Huang,,Musk, Trump and… insert any other billionaire you want … will soon be history unless through sheet idiocy, they kill us all first.