Ah yes, nvidio
this post was submitted on 28 Aug 2026
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I just sold all my Nvidia. I wanted to get ahead of the eventual drop.
Jensen be like:
You said "circular financing' like you think that's, uh, well my ex is looking for investment opportunities
I laughed all my the way home on the train thanks to Ed Zitron’s hilarious piece on this.
Blimey that was a long read.
I'm not subjected to any train rides lately but I wouldn't mind ed zitron if it had to happen. I already look to Doctorow for the most acerbic quips.
I mean, you can joke about circular financing, but it's revenue until someone's check bounces.
What we're looking at is effectively how governments operate with currency. The state extends credit to financial institutions and spends money into the private sector, then demands the money back as taxation. This milling effect incentivizes employment, capital expansion, and improvements to land, as residents attempt to leverage the state incomes/credits to produce more material value than they'll pay in taxes.
NVIDIA / OpenAI / Oracle are in the same relationship. And the cycle will continue to accumulate value virtuously until the output of the system is no longer recognized as yielding value. While OpenAI is definitely the weak leg in the stool, Oracle's physical infrastructures and NVIDIA's consumable chipsets are going to have value even outside of this relationship. The only question is whether OpenAI tokens can justify the liquidity the firm has received.
Good on you for having a coherent defense for your investment. Your bad investment. But I do like you
Oracle's infrastructure will still have value, however that doesn't mean the company can't crash and burn for its assets to eventually be sold. To my knowledge Oracle, by now, is basically dependent on OpenAI contracts financially. If OpenAI falters Oracle wouldn't be able to survive without someone even bigger stepping in and keeping them afloat.
Yes. I knew some uc and Xavier kids when I was a student from elsewise, they knew how to play cards
Short sell their stock. You'll make tons of money if you're right.
The market can stay irrational longer than you can stay solvent.
Just buy it post crash. Assuming the dollar still exists.
What I did is i stort snell. I go to Xavier game parties. It works out!
Not if it doesn't happen quickly enough.