$NVIDIA(NVDA)$ Added another 10k on top of the 10k position while all the doom talk keeps going around. Jensen is going to be on Cramer tonight, which should be interesting given what he said yesterday about PLTR and another major player using Anthropic less than previously thought. Meanwhile, a few of them are pretending they want to slow down. Elon is saying great idea with a straight face while he keeps chasing all the compute he can get for SpaceX, Tesla FSD, and robotics. Same story with Zuckerberg and the neoclouds.
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