YOU KNOW WHAT THEY SAY ABOUT THE FUTURE? IT’S A FREAKING FIREWORKS SHOW, AND NVIDIA IS THE GUY HOLDING THE LIGHTER. JENSEN HUANG JUST DROPPED A BOMB ON SHAREHOLDERS, AND THE BOOM ECHOES LIKE A BASS DRUM IN A CHURCH OF INVESTORS WHO’VE LONG SINCE GONE OFF THE RAILS. THIS ISN’T JUST A STOCK STORY-IT’S A HUMAN STORY, A RACE TO THE BOTTOM OF THE DATA CENTER, WHERE SILICON MEETS SWEAT AND CUPCAKES.
REVENUE? OH, THAT’S JUST A NUMBER. NVIDIA’S GONE FROM $27 BILLION TO $130 BILLION IN TWO YEARS-LIKE A DRUG-ADDLED RACCOON RUNNING A MARATHON. AND NOW? THE QUARTERLY NUMBERS ARE A FLAMING MESS OF 56% GROWTH, $46 BILLION IN SALES, AND A STOCK THAT’S DONE MORE DAMAGE TO THE EARTH’S GRAVITY THAN A BUNCH OF FREAKIN’ ROCKET SCIENTISTS. BUT HERE’S THE THING: THIS ISN’T A HOAX. IT’S A FREAKING TRENCH COAT FULL OF DYNAMITE.
HUANG SAID THE AI INFRASTRUCTURE SPENDING COULD HIT $4 TRILLION BY 2030. THAT’S LIKE SAYING THE OCEAN IS A GLASS OF WATER. NVIDIA’S GOT 25% OF THE DATA CENTER MARKET-A SLICE OF THE PIE THAT COULD EARN THEM A TRILLION DOLLARS. BUT HERE’S THE TRICK: THEY’RE NOT JUST SELLING CHIPS. THEY’RE SELLING A LIFESTYLE. A FANCY, ENERGY-EFFICIENT, WATT-SAVING LIFESTYLE THAT MAKES COMPANIES FEEL LIKE THEY’RE RUNNING ON A FEDERAL RESERVE OF CUPCAKES.
THEY’VE LAUNCHED BLACKWELL, THEN BLACKWELL ULTRA. NEXT YEAR? RUBIN. IT’S LIKE A VIDEO GAME WHERE THE BOSS GETS STRONGER EVERY TIME YOU KILL HIM. BUT HERE’S THE REAL SCREWY PART: NVIDIA’S NOT JUST BUILDING CHIPS. THEY’RE BUILDING A FUTURE WHERE EVERYONE IS A CLOUD, AND EVERY CLOUD IS A NVIDIA CLOUD. IT’S A FREAKING CULT, AND THE HIGH PRIEST IS JENSEN HUANG, WHO SOUNDS LIKE HE’S HAVING A MIDLIFE CRISIS IN A BAZAAR OF FUTURE.
LOOK, THIS ISN’T A FORMAL LETTER. IT’S A FREAKING CHAOS THEORY. NVIDIA’S STOCK COULD FLY OR IT COULD CRASH INTO A MOUNTAIN OF REGULATIONS. BUT HERE’S THE DEAL: IF YOU’RE NOT ON BOARD THIS RIDE, YOU’RE NOT JUST LOSING MONEY-YOU’RE LOSING YOUR MIND. AND IF YOU ARE ON BOARD? YOU’RE IN FOR A RIDE THAT FEELS LIKE A DRUG TRIP IN A ROCKET SHOT FROM A GUN.
THE TRUTH? NVIDIA’S NOT JUST A STOCK. IT’S A FREAKING MOVEMENT. A MOVEMENT WHERE EVERYONE IS A HUSTLER, EVERYONE IS A FREAK, AND EVERYONE IS TRYING TO GET TO THE TOP OF A MOUNTAIN MADE OF DATA. AND HUANG? HE’S THE GUY WHO BUILT THE LADDER-AND THEN SET IT ON FIRE.
SO HERE’S THE FINAL THOUGHT: IF YOU’RE A TRADER, THIS ISN’T JUST A TRADE. IT’S A BATTLE. A BATTLE BETWEEN THE FUTURE AND THE PAST, BETWEEN THE FREAKS AND THE NORMALS. AND NVIDIA? THEY’RE THE FREAKS WHO’VE LEARNED TO DANCE IN THE RAIN OF A FUTURE THEY’RE STILL BUILDING. BUT REMEMBER: EVERYTHING GOES UP. AND EVERYTHING COMES DOWN. THE QUESTION IS, WILL YOU BE THERE TO SEE IT?
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2025-09-11 10:32