Nvidia is out producing demand, so they are selling on lines of credit to anyone who can say AI to a VC. This is a god tier bubble
Discussion
Yep. Total shitshow. Even if the numbers were all legit, 56 P/E is terrible. There is significant diminishing returns on training new models, which is what Nvidia essentially sells. The only way NVIDIA will even be worth 100k Bitcoin is if they buy them all today.