Picks and shovels robotics is the strongest logic, the 57x token forecast is the weakest a projection, not a trend. Supply constrained, not demand constrained a good problem until it isn't.
Great article, easy to follow and nice presentation. Thanks for the high quality. However, I see you don't mention anything about the circular financing, aggressive accounting, systemic risk... all of which Nvidia is a part of, or even central to it, but all, of course, are debatable. I was wondering how you think about those variables in terms of risk management when approaching this investment? Is it simply something you dont think outweighs all the arguments you put forth, although you recognize could have a meaningful impact?
Great stuff, guys. Very well done analysis. Long live the king!
An NVIDIA conversation is incomplete without asking which parts of the AI boom are cash flows and which are just vibes.
We did.
Super impressive you got to speak with their IR team. Great work!
Thanks man, it was very cool!
Nice Work 👌🏼
Thanks a lot! Anything you thought was more interesting?
Picks and shovels robotics is the strongest logic, the 57x token forecast is the weakest a projection, not a trend. Supply constrained, not demand constrained a good problem until it isn't.
Great article, easy to follow and nice presentation. Thanks for the high quality. However, I see you don't mention anything about the circular financing, aggressive accounting, systemic risk... all of which Nvidia is a part of, or even central to it, but all, of course, are debatable. I was wondering how you think about those variables in terms of risk management when approaching this investment? Is it simply something you dont think outweighs all the arguments you put forth, although you recognize could have a meaningful impact?