Fun fact: Nvidia accounts for 16% of the US GDP and worth more than the Canadian economy and accounts for more than 3.6% of the GLOBAL GDP.
Remind me again why this is a good thing?
Fun fact: Nvidia accounts for 16% of the US GDP and worth more than the Canadian economy and accounts for more than 3.6% of the GLOBAL GDP.
Remind me again why this is a good thing?
And yes, Nvidia and OpenAI and anthropic and so on are absolutely overvalued.
There’s a good read about the bubble here:
How Catastrophic Is It If the AI Bubble Bursts? An FAQ. - The Ringer - https://www.theringer.com/2025/11/04/tech/ai-bubble-burst-popping-explained-collapse-or-not-chatgpt
Luckily, data centers and AI companies don’t actually employ that many people so when the bubble pops the government doesn’t actually have to intervene much. If you mortgaged your house to invest in Nvidia then you might want to cash out now.
Except all the banks have enormous investments in the “bubble”, either directly as shares/options/swaps or as loaning money. Where do ya reckon all the money is coming from for the bubble?
And buy puts got it