This morning’s drama was seriously jarring.
Nvidia plunged nearly 9% after hours, wiping out almost $300 billion in market value in an hour. The trigger: Jensen Huang’s second extramarital affair was exposed, and according to a WSJ report, the board is preparing to meet to discuss his future.
But just the day before, AI cloud stocks had all rebounded. CoreWeave briefly surged more than 20%, and the Nasdaq was on track for its strongest week since May. The stock had just finished celebrating, then crashed after hours. Which should you believe?
I put more faith in another data point: GPU rental rates are still rising.
Nvidia’s data center revenue hit $89 billion, up 117% year over year. The chips are really shipping. Startups want to rent computing capacity for 6–12 months to stay afloat, but suppliers are holding firm: three-year contracts, paid upfront in cash. The bottleneck now isn’t silicon—it’s who’s willing to rent to you.
Put simply: the market isn’t afraid of the present. It’s afraid that the expectations already priced in won’t be met over the next two years.
Rental rates don’t lie; stock charts tell stories. Private life is a governance risk—don’t confuse it with demand being disproven. Nvidia’s earnings report next Tuesday is the real test. Until then, trade less and watch more; your position is worth more than your opinion. NFA DYOR
$NVDA $BTC #GPU #算力租赁 #AI #英伟达 #Bitcoin
Nvidia plunged nearly 9% after hours, wiping out almost $300 billion in market value in an hour. The trigger: Jensen Huang’s second extramarital affair was exposed, and according to a WSJ report, the board is preparing to meet to discuss his future.
But just the day before, AI cloud stocks had all rebounded. CoreWeave briefly surged more than 20%, and the Nasdaq was on track for its strongest week since May. The stock had just finished celebrating, then crashed after hours. Which should you believe?
I put more faith in another data point: GPU rental rates are still rising.
Nvidia’s data center revenue hit $89 billion, up 117% year over year. The chips are really shipping. Startups want to rent computing capacity for 6–12 months to stay afloat, but suppliers are holding firm: three-year contracts, paid upfront in cash. The bottleneck now isn’t silicon—it’s who’s willing to rent to you.
Put simply: the market isn’t afraid of the present. It’s afraid that the expectations already priced in won’t be met over the next two years.
Rental rates don’t lie; stock charts tell stories. Private life is a governance risk—don’t confuse it with demand being disproven. Nvidia’s earnings report next Tuesday is the real test. Until then, trade less and watch more; your position is worth more than your opinion. NFA DYOR
$NVDA $BTC #GPU #算力租赁 #AI #英伟达 #Bitcoin