Nvidia: A Most Interesting Speculation

What, one might ask, would it take for such a feat? Surprisingly little, as fate often favors the bold – and the well-positioned.

What, one might ask, would it take for such a feat? Surprisingly little, as fate often favors the bold – and the well-positioned.

I recently learned the incredibly sad story of Merle Oberon, a truly stunning actress who dominated the screen in films like ‘Wuthering Heights.’ For her entire career, she lived a lie, fabricating a Tasmanian birthplace to conceal her Indian and Maori heritage. It was heartbreaking to discover she felt she had to create this false narrative to succeed in Hollywood. She relied heavily on makeup and lighting to appear white on camera, and tragically, kept her family a secret and avoided returning home for decades, all fueled by the fear of being exposed. It wasn’t until after her death in 1979, through her biography, that the truth finally came out. It’s a stark reminder of the incredibly rigid racial barriers that existed in early twentieth-century Hollywood and the sacrifices people made to overcome them.

Kevin Hart and his friends, the Plastic Cup Boyz, are taking their love of cars to the next level by trying to create a real automotive club. The series follows their journey as they learn about restoring and customizing cars, especially classic American muscle cars. They’ll be getting help from experts along the way to improve their skills and build impressive vehicles. The show premieres on Tuesday, March 10th.

The filings with the Securities and Exchange Commission tell a simple story, a series of Form 4s documenting the purchases of Robert Badvas, Thomas Fallon, Loo Wade, Nikos Theodosopoulos, Seth Meyer, Kiersten Zaza Botelho, and Scott Bluestein. Nearly $1.9 million, pooled together, a collective bet placed on the future of the company. It wasn’t a gesture of defiance, but a statement of belief. These weren’t gamblers chasing a quick return, but stewards acknowledging a temporary disconnect between price and value.
The value of their existing stake, as of the end of the quarter, had swelled to $25.57 million – a tidy increase of $24.70 million. A significant portion of this, naturally, is down to the addition of more shares, but let’s be honest, a bit of market appreciation never hurt anyone. Except, perhaps, those who shorted it.2

The land of Gross National Happiness is quietly lightening its crypto load, and the stack grows thinner with each passing moon. The Royal Government, with a flourish of its digital quill, moved 175 BTC worth $11.85 million late on Monday. To the same wallet, no less, that received 184 BTC in February. Consistency, thy name is Bhutan.

I keep returning to the image of Mildred’s fruitcake. She insists it improves with age, a theory I suspect is based entirely on her unwavering optimism. Cardano, on the other hand, feels less like a maturing delicacy and more like a forgotten loaf, slowly hardening on the counter. The question isn’t whether it’s cheap, it’s whether there’s any actual nourishment left.

Despite its brand recognition, Tesla’s core business remains, fundamentally, the manufacture and sale of automobiles. In fiscal year 2025, approximately 73% of its $94.8 billion in revenue derived from EV sales. This underscores the continuing importance of automotive performance to overall financial results. Current market dynamics, however, present headwinds. Demand for EVs has moderated, coinciding with a less supportive macroeconomic environment and the expiration of the $7,500 federal tax credit in the prior year.

Researchers have developed a novel framework that combines generative modeling and ensemble learning to accurately identify unusual patterns in complex financial data.

Concerns regarding the disruptive potential of artificial intelligence – as if progress were ever entirely benign – and the rather vulgar subject of valuations have conspired to transform this erstwhile leader into a mere follower. It hasn’t exactly fallen, mind you, but it lacks the impudent energy of its recent past. A pause, one might say, for breath and a little self-reflection.