Aug. 5 at 2:12 AM
$NVDA how long it can bailout AI bubble, when own earnings shrink by negative cash flow of BigTech.
$NVDA so called investment or bailout
2 Billion to
$CRWV
2 Billion to
$NBIS
2 Billions to
$MRVL
20 Billion to
$SPCX
$10-100 Billions to OpenAI
All these above are bailout , on name of investment
As AI bubble burst, hype scaler liquidity dry-down, low cost Chinese model don’t need high end GPU,
How long
$NVDA support cash burning Zombies
