Nvidia: It’s Just…a Lot

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So, Nvidia. Everyone’s piling in, right? Billionaires, hedge fund managers… it’s a whole thing. David Tepper, Daniel Loeb… they’re buying shares like it’s going out of style. 150,000 here, 50,000 there… honestly, it’s a little unsettling. Like, what do they know that we don’t? And why does it always seem to be the guys who already have enough money that are the first to jump on these things? It’s just…rude. They now own 1.9 and 1.95 million shares respectively. It’s not about the money, it’s about the principle of the thing.

And everyone’s calling Nvidia the “most well-established AI stock.” Established? It’s barely been around! It’s like saying your sourdough starter is “established” after two weeks. It’s just…not. And now it’s the most valuable publicly traded company? It’s all very…much. I mean, it’s a stock, not a historical landmark. It’s supposed to fluctuate! And yet, these guys are still throwing money at it. It defies logic.

The Chip Thing. It’s Complicated.

Apparently, there’s this insatiable demand for AI accelerator chips. Insatiable! Like they’re going to run out of silicon or something. McKinsey says the semiconductor market could reach $1.6 trillion by 2030. $1.6 trillion? Who’s counting? And all these tech giants are “pulling deeper into their budgets.” Budgets! Like they’re suddenly discovering the concept of spending. It’s just… exhausting. They’re throwing money at Nvidia because… reasons. And everyone just accepts it.

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They earned $57 billion in the last quarter. Fifty-seven billion. It’s obscene. And it’s up 62% year over year. A 62% increase! What are they, magicians? And everyone’s focused on the growth rate? It’s the sheer amount of money that’s disturbing! It’s just…a lot. And for a company that’s already this big, to still be growing at that rate… it’s unnatural.

They’re predicting $65 billion next quarter, plus or minus 2%. Plus or minus 2%! Like they’re hedging their bets on making tens of billions of dollars. It’s just… a little tone-deaf.

Vera Rubin: Another Platform. Honestly.

So now they’re releasing this new chip, the Vera Rubin platform. In 2026, of course. Because everything has to be delayed. It combines CPUs and GPUs. Groundbreaking. And apparently, it’s “far more efficient” than the Blackwell platform. Which, naturally, is their most successful product. It’s a perpetual cycle of “new and improved” that never actually improves anything. It just… exists.

And the tech leaders are gushing over it. Elon Musk called it “a rocket engine for AI.” A rocket engine! It’s a chip! And Zuckerberg, Nadella, Altman… all singing its praises. It’s like a coordinated PR campaign. It’s just… unsettling. It feels… manufactured. They’re all in on it, aren’t they?

They expect it to continue to outperform and deliver double-digit sequential growth. Of course they do. It’s a self-fulfilling prophecy. And companies that bought the Blackwell platform will now rush to buy the Rubin platform. It’s a never-ending upgrade cycle. It’s just… predictable.

The AI race is “hypercompetitive.” Hypercompetitive! Like they’re all trying to win a prize. Humanoid robots, self-driving cars, agentic AI… it’s all just hype. And they’re throwing caution to the wind. Caution! What happened to sensible investing? It’s all about disruption and reshaping industries. It’s just… exhausting. The potential for AI to disrupt everything makes it too potent to wait for things to get cheaper? It’s a justification for reckless spending, that’s what it is. It’s just… infuriating.

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2026-02-01 23:42