Back on February 10th, I wrote Green with NVidia, which, contrary to every analyst on the planet, said to short it. It turns out that wasn’t close to the top – it WAS the top – for all human history. So thank yew, thank yew very much. In the two months since, it has fallen about 20%, but I think an even bigger top is close to being complete. All this nonsense about a maker of gaming graphics cards becoming a giant in the world of AI………whatEVER.

Share this post: