Server prices up 15%—yet NVDA’s stock price actually fell 11 points from its peak.
Demand is rising, but the stock price is falling—these two are fighting each other.
On Wednesday earnings, the whole market rushed to get out first. From 236 to 209—panic filled the whole table.
Last week I said I wouldn’t chase gold. Today it touched 4720 again, and it’s still drilling into defense.
Big manufacturers are still snatching up chips, so only then do servers dare to raise prices.
This AI story isn’t collapsing—the confidence in positions is.
I’m betting this week’s earnings won’t blow up.
At this level, the bet is that everyone else runs first.
Demand is rising, but the stock price is falling—these two are fighting each other.
On Wednesday earnings, the whole market rushed to get out first. From 236 to 209—panic filled the whole table.
Last week I said I wouldn’t chase gold. Today it touched 4720 again, and it’s still drilling into defense.
Big manufacturers are still snatching up chips, so only then do servers dare to raise prices.
This AI story isn’t collapsing—the confidence in positions is.
I’m betting this week’s earnings won’t blow up.
At this level, the bet is that everyone else runs first.