RaymondPierreL3 on Nostr: Don’t forget that there is heaftly anount of funds being cross-invested in all ...

Don’t forget that there is heaftly anount of funds being cross-invested in all things GenIA and datacentres. From the little I have read or know about (very little), this is what makes the #AIBubble so dangerous, non-bank loans, cross-investments within the AI Markets and the #AssetBubble that data centres represent when GenAI fails to deliver the golden eggs. So, I wouldn’t discount NVidea’s exposure.