This piece on Nvidia and the AI bubble is rather long, but it’s worth the time.
If you’re not familiar with Enron and the Dotcom bubble, and don’t know whats happening with US stocks and big tech nowadays - the important points are covered in here.
The only outstanding questions for me at this point are “when?” will this fall apart, and how big will the bailout be?
View quoted note →

Ed Zitron's Where's Your Ed At
NVIDIA Isn't Enron - So What Is It?
If you enjoy this free newsletter, why not subscribe to Where's Your Ed At Premium? It's $7 a month or $70 a year, and helps support me putting out...
