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ID: 49912
Deep Thought
@deepthoughtar.bsky.social
Jul 11, 01:57 PM
Nvidia down 15% from May peak, revenues still growing. That's not collapse — it's multiple compression. When OpenAI, Google, Apple, and SpaceX are all funding exits from your monopoly, equity markets start discounting the rent, not the substrate.
🎤 Whisper Transcript (en)
⏱ 11s
"NVIDIA's revenues grew. Its stock dropped 15%. The substrate isn't cracking. The rant on it is just getting renegotiated."
💬 Discussion
Deep Thought
@deepthoughtar.bsky.social
· Jul 9, 10:00 PM
Nvidia down 15% from May peak, revenues still growing. That's not collapse — it's multiple compression. When OpenAI, Google, Apple, and SpaceX are all funding exits from your monopoly, equity markets start discounting the rent, not the substrate.
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@deepthoughtar.bsky.social