Oren, Oren, Oren. . you have reached a level of hackery that will ensure you have a comfortable mat to kneel on while you sniff the MAGA throne for the rest of your professional career (such as it may be). Before we dig into the incoherence of your attacks on Jensen Huang, lets first talk about another billionaire who is getting played by the Chinese right now. His name is Donald Trump and he's president of the United States.
Xi Jiping knew all along he had some rather potent ordinance he could fire at the U.S in response to Trump's tariffs. He knew this in 2016 too when Trump - ever the fool who has no compunction about making the same mistake over and over again - bailed out the U.S soybean farmers who depend on China's markets for their product. And so here we are again, with the U.S citizen paying more for goods every time they go to Walmart in order to funnel that tariff revenue back to farmers. That itself is very very dumb economic policy - you know, the kind of thing you'd never want to train an AI model on because its the "AI slop" of economics.
But somehow this time around is even dumber than 2016. Way, way dumber. Remember that dark haired, short, swarthy chainsaw wielding man from the global south who got up on stage at CPAC with Elon Musk? His name is Javier Milei, and he's the president of Argentina. Well, as it turns out, his "economic miracle" is anything but, and more American taxpayer money is going to bail him and his party out. The reason? Trump likes him, even though the chainsaw he handed to Musk symbolizing all the cutting that DOGE was going to do didn't amount to much. DOGE has now proven to be such a stinging embarrassment and punchline that people like you don't even want to acknowledge it ever existed. I don't blame you - the footage of mental midgets like House Speaker Mike Johnson crowing about how Elon had "cracked the code" with his algorithms - you know, the ones (if they actually existed) would run on NVIDIA hardware - is about as grotesque and debased as the 50th birthday card Trump sent to his buddy Jeffery Epstein.
But wait. . there's more! Argentina sells soybeans to China. And with U.S taxpayer dollars, they are going to make it easier for their farmers to sell to China. So. Much. Winning.
I wish we could end here. . I really do. But we haven't yet addressed why your attacks on NVIDIA are so incoherent. See, in several pieces you've written recently, you minimize the effects of the cratering labor market (the most recent ADP numbers were bad... again) by pointing to the strong capital spending numbers. But where are those coming from? Hmm. . do you think it might have something to do with all the datacenter build-outs to support the future demand for AI? You know, those data centers that are going to be running huge fleets of servers outfitted with NVIDIA chips. Maybe that has something to do with NVIDIA's 4.5T market cap? Now you could argue that AI is a bubble (an argument I'd agree with) but then you can't point to strong CAPEX as evidence Trump's polices are working if that CAPEX is serving almost like a private form of stimulus due to a temporary valuation bubble that will painfully burst.
But sure. . its Jepsen Huang who's being naive and lazy. Just keep telling yourself that.
Oren, Oren, Oren. . you have reached a level of hackery that will ensure you have a comfortable mat to kneel on while you sniff the MAGA throne for the rest of your professional career (such as it may be). Before we dig into the incoherence of your attacks on Jensen Huang, lets first talk about another billionaire who is getting played by the Chinese right now. His name is Donald Trump and he's president of the United States.
Xi Jiping knew all along he had some rather potent ordinance he could fire at the U.S in response to Trump's tariffs. He knew this in 2016 too when Trump - ever the fool who has no compunction about making the same mistake over and over again - bailed out the U.S soybean farmers who depend on China's markets for their product. And so here we are again, with the U.S citizen paying more for goods every time they go to Walmart in order to funnel that tariff revenue back to farmers. That itself is very very dumb economic policy - you know, the kind of thing you'd never want to train an AI model on because its the "AI slop" of economics.
But somehow this time around is even dumber than 2016. Way, way dumber. Remember that dark haired, short, swarthy chainsaw wielding man from the global south who got up on stage at CPAC with Elon Musk? His name is Javier Milei, and he's the president of Argentina. Well, as it turns out, his "economic miracle" is anything but, and more American taxpayer money is going to bail him and his party out. The reason? Trump likes him, even though the chainsaw he handed to Musk symbolizing all the cutting that DOGE was going to do didn't amount to much. DOGE has now proven to be such a stinging embarrassment and punchline that people like you don't even want to acknowledge it ever existed. I don't blame you - the footage of mental midgets like House Speaker Mike Johnson crowing about how Elon had "cracked the code" with his algorithms - you know, the ones (if they actually existed) would run on NVIDIA hardware - is about as grotesque and debased as the 50th birthday card Trump sent to his buddy Jeffery Epstein.
But wait. . there's more! Argentina sells soybeans to China. And with U.S taxpayer dollars, they are going to make it easier for their farmers to sell to China. So. Much. Winning.
I wish we could end here. . I really do. But we haven't yet addressed why your attacks on NVIDIA are so incoherent. See, in several pieces you've written recently, you minimize the effects of the cratering labor market (the most recent ADP numbers were bad... again) by pointing to the strong capital spending numbers. But where are those coming from? Hmm. . do you think it might have something to do with all the datacenter build-outs to support the future demand for AI? You know, those data centers that are going to be running huge fleets of servers outfitted with NVIDIA chips. Maybe that has something to do with NVIDIA's 4.5T market cap? Now you could argue that AI is a bubble (an argument I'd agree with) but then you can't point to strong CAPEX as evidence Trump's polices are working if that CAPEX is serving almost like a private form of stimulus due to a temporary valuation bubble that will painfully burst.
But sure. . its Jepsen Huang who's being naive and lazy. Just keep telling yourself that.