• 5 Posts
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Joined 3 years ago
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Cake day: June 30th, 2023

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  • Well nVidia just sells the hardware to the AI companies, so even if the bubble pops, they won’t go bankrupt.

    Except all those companies are in an investor circle jerk with each other…

    If AI bursts it doesn’t just hurt nvidia’s sales of products used by AI.

    Nvidia has over $100 billion invested in OpenAI:

    https://www.cnbc.com/2025/09/26/nvidias-investment-portfolio.html

    And even more billions invested in other AI companies. Because the AI companies can’t afford to buy what Nvidia is selling at the price.

    This means Nvidia “owns” a bunch of those AI companies, and can take loans out on the valuation…

    If AI goes bankrupt, all those investments are worthless, which means banks call in the loans that used it as collateral. It could easily wipe out Nvidia.

    It’s not just one surface level thing, even tho that’s all you seem to have thought of. You’re worried about a couple hundred million in sales like it’s not sitting next to 100 billion dollar loan.

    Like bro, come on man…





  • So…

    It’s not a bubble because…

    “This is the largest infrastructure build-out in human history,” Huang said of active and promised data center projects. "And so the AI bubble is, comes about because the investments are large. And the investments are large, because we have to build the infrastructure necessary for all of the layers of AI above it."

    It’s something we’re sinking money into soley because we’ve already been sinking money into it, and we don’t want anyone else to get ahead of us even though literally no one has found a way to monetize it enough to make back prior investments let alone new investments…

    Like, he knows that’s literally the definition of an economic bubble, right?

    Is he just trying to grift dumb rich investors, or does he legitimately not understand his company could go bankrupt literally at any moment if the investor class ever comes back to reality?








  • It’s worked so well the past few elections.

    The last few elections had historically unpopular, zero charisma candidates who all had policy positions so far right, they weren’t just to the right of the dem voter base, they were to the right of the average American…

    Acting like anyone more liberal than Ronald Reagan was the problem is actively harmful, be cause yelling out voters to shut up and vote blue no matter who won’t actually solve anything.

    And as we saw with Biden, at a certain point the absence of more harm isnt enough.

    We need someone “progressive” enough to actually try and implement a solution.

    Even the voting members of the DNC realized that a year ago…



  • Vance was paired with his wife by the literal “Tiger Mom” who became their professor at Yale…

    They were meant to be the Republican version of the Clinton’s before Trump showed up and brought white supremacy back into the mainstream.

    They were meant to be the first “woke” Republican generation, and that’s why it so easy for Vance to seem like he’s dropping his wife, it was always a political marriage. They’re both pieces of shit who have spent their whole lives preparing to destroy our country, and neither love or probably even like the other.