We all know that when Masayoshi Son gets involved in anything, it’s about to go sour. The rollout of the ARM Holdings IPO (ARM) was the semiconductor top, almost to the millisecond.

I’ve got to say, NVDA has morphed from “I will never, ever, ever short this beast” into “do I have any more buying power to make my short position even larger?” kind of thing………..I’m VERY SHORT and already up 26%……….

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