No Country for Short Sellers

[aja57]

"The market is now driven by flows and vibes. Nvidia has hilariously DOUBLED since I wrote about it being over-valued.

Nvidia's market cap is higher than the entire US energy sector - with another $200 billion left over - despite Nvidia generating only 13% of the energy sector’s net income. Nvidia is worth more than the Canadian GDP. Nvidia is worth more than the entire Chinese stock market. Like I said, value’s got nothing to do with it. -Me, just before things got worse."

https://philbak.substack.com/p/no-country-for-short-sellers?publication_id=440247&post_id=169670121&isFreemail=true&r=1rqh4&triedRedirect=true

[dan_s]

What happens to the AI stocks if there is not enough electricity to power up all the AI Data Centers?

[mrbill]

Run out of fuel/power and it all stops. Then they fight over it and pay premium costs.