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0 pointsbentt4mo ago0 comments

Nope.

Is this the same crash that happened when tariffs were announced? What about the 2022 crash? What sort of crash are we talking about?

IMO the AI incumbents want to provoke smaller pullbacks on the way up to A) kill competitors who can't handle it and B) prevent a catastrophic crash that would actually hurt them.

That's why we see stuff like Thiel selling his NVDA holdings. He's just going to buy back in later.

0 comments

diamond5594mo ago

Target is already 44% down on the year, Meta/Oracle/Tesla/Palantir and many others are 20% off peak, layoffs are at 2008 levels, look at peak to trough 2001 down, that's how bad it can get. Yeah, he'll buy back later, when Nvidia is beaten into the ground and you've all given up hope it will ever go back up again.

j / k navigate · click thread line to collapse

0 pointsbentt4mo ago0 comments

Nope.

Is this the same crash that happened when tariffs were announced? What about the 2022 crash? What sort of crash are we talking about?

IMO the AI incumbents want to provoke smaller pullbacks on the way up to A) kill competitors who can't handle it and B) prevent a catastrophic crash that would actually hurt them.

That's why we see stuff like Thiel selling his NVDA holdings. He's just going to buy back in later.

0 comments

diamond5594mo ago

j / k navigate · click thread line to collapse