Cassandra Unchained on X: "There are good reasons for this Jim. It is all Fugazi. How to make tens of $billions worth of $NVDA GPUs disappear from balance sheets in 8-12 byzantine stepspvs. https://t.co/FOqrtdbLD8" / X
There are good reasons for this Jim. It is all Fugazi. How to make tens of $billions worth of $NVDA GPUs disappear from balance sheets in 8-12 byzantine stepspvs.
The winner beyond Dell is Nvidia but the stock is heavy again. I don't think that can last especially with Jensen Huang's speech at Computex Monday in Taiwan.
1:34 AM · May 31, 2026689.6KViews
184
442
2.4K
1K
Read 184 replies