I am typing this before the conference call, but thus far, the NVDA report is goosing the market somewhat higher. Here is NVDA itself:

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I am typing this before the conference call, but thus far, the NVDA report is goosing the market somewhat higher. Here is NVDA itself:

The bloom is off the AI rose. This is obvious in public companies (witness Oracle’s 35% plunge in value, for instance) but also in non-public companies. Check out the private transactions of the companies below, and you can see how the slide is starting to kick in.

Just a few charts from the marvelous Slope economic library to illustrate what a bad direction we’re all going. Don’t believe what they want you to believe. You’re smarter than that. You’re HERE, right?


