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Ford’s F-150, it seems, continues to reign supreme. A rather vulgar display of practicality, perhaps, but undeniably effective. One might say it appeals to the base instincts of the American character – a desire for something substantial, something that can withstand the ravages of time and questionable road surfaces. It is a truth universally acknowledged, that a profitable truck in possession of a good fortune, must be in want of continued success. The fact that it drives a disproportionate share of Detroit’s profits is merely a happy consequence of good taste – or, at least, of understanding what the masses desire. To ignore this is to court financial ruin, and ruin, my dear readers, is so dreadfully unfashionable.

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Yet, to focus solely on these anxieties is to miss the quiet miracle unfolding. Nvidia, even now, continues to blossom. It is a growth that feels…inevitable, like the spring thaw after a long, grey winter. To overlook this is to mistake the tremor of a leaf for the falling of a forest.

The dip, of course, invites the vultures—the ‘value investors,’ the ‘opportunity seekers.’ They circle, murmuring about ‘buying the dip’ as if it were a particularly potent elixir. The stock has already surrendered a considerable portion of its former glory – a decline of over 26% this year. A humbling experience, one might think. But the siren song of ‘potential’ is powerful, especially when amplified by algorithms and the collective delusion of the market. I remain, however, unconvinced. The patient, I fear, is not merely resting; it is fading.

What’s particularly amusing is that, despite already being a rather substantial concern – boasting some $187 billion in sales over the last twelve months – Nvidia continues to grow at a pace that leaves competitors like Advanced Micro Devices and Broadcom trailing in its wake, looking rather like a pair of bewildered penguins. It’s all rather sporting, really.

They want you to believe this is a rational investment. They want you to look at the fourth-quarter numbers – 18% revenue growth, a ROARING 31% jump in earnings per share – and nod sagely. Fine. The numbers are there. But numbers don’t tell you about the feeling in the air. It’s electric, man. It’s the kind of reckless optimism that precedes a spectacular crash. Or, maybe, just maybe, a genuine leap forward. I’ve seen enough booms and busts to know the difference is often measured in milliseconds.