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will the stock of Nvidia Decline and the response is no the largest stock pump in recorded human history is about to occur to see the price goals watch the entire video we all give the impression that Nvidia is the Sun and that everything revolves around it but it wasn't simply Nvidia however yesterday had numerous drawbacks Each of which was distinct I've been telling Nvidia to let it go look everyone knows that I adore Nvidia anything's just a stock so I shouldn't say anything but I've been saying since the quarter that you should let it drop and stay out of this last night I attempted to draw a comparison between it and the Cowardly Lion who you know depending on you to stop me essentially before we even got started and that's how it seems to me I do we discussed Michael susman's note from JP Morgan yesterday which examined not only the claim that nvidia's historic margins in market share will face competition but also Al his apparent belief that more advancements should have been made by now on some of these you's cases all right I think that's fantastic because many people gave incorrect explanations for why it was unavailable yesterday it's down because Michael susman is perhaps one of wall Street's most influential strategic thinkers at the moment he did not disclose that he was a friend but so what like his father his son is an excellent fisherman and I had the opportunity to see him this past weekend the issue with Nvidia is that although he acknowledges competition in that article he actually gives away that AMD is the Rival I believe Lisa Sue is doing an amazing job with Char's AMD Nvidia she probably wouldn't even acknowledge that they are now in rivalry with Nvidia I believe Intel let's just exclude them from the discussion we must cease viewing Intel as a rival to everybody but itself however there were the 2,000 oh my God the the 1990 to 2000 fiber connection and the idea that Mainframe spending was completely incorrect that's what he compared it to when I saw that I felt like throwing up although I think Michael is fantastic let's be clear that these people are dropping because they are big thinkers who read Michael susman and simply had a change of heart Jim one of the few people who can make you reconsider is referring to this chart which I believe is in the booth in which he Compares NV ID as data center Revenue to IBM's top Revenue in 1969 and Cisco's Peak expenditure in 2000 look I do recall that the Cisco Nell problem was a collapse scenario as everyone who recalls it can attest Nell and Lucen both fell to the ground instantly to make matters worse it was out that they both had accounting problems Cisco reached an unjustifiable and excessive multiple and what I I said listen all these companies but I never attacked Michael let me rest since the clients are nation states with the ability to print money the businesses are completely legitimate the CEO of Nvidia Jensen W has repeatedly stated look if you buy our stuff you get an amazing return he has shown examples of these returns and Michael disregarded them which was painful can we however be certain about it the thought that it might be Mainframe or Fiber is so unsettling that it makes you want to take a step back since this was the period when you should have noticed that many corporations were repurchasing stock because they thought they could profit greatly from it I now think this was going to be the case rather we received insufficient buyback which made us wonder if these so-called Tech Titans and hyperscalers were really dreamers in exchange I would like to know if Mark Zuckerberg is a dreamer Invidia is the only method to speed up everything because meta ey operates a little bit more slowly than the other well the justice department was the only one who seemed to understand vidia's capabilities and went from hold to purchase yesterday yes Jim so for the time being all we have to go on concerning these subpoenas are these headlines from Bloomberg they penalize customers for not being exclusive is the idea are they difficult to replace all right let's use a subpoena to address it first look Bloomberg is doing some excellent reporting but the justice department has already expressed interest in that subject they call and ask hey Jens could you send us some of those documents do people actually believe that that's not how it works you need to use a sapuna we're all afraid now because it makes we say woo when we see a sapuna hey collect could you send me 15 million pages of what you've done isn't a simple way to call the CFO and collect Crest the second issue is is it okay you're Nvidia and you're attempting to distribute everything because there is a shortage of everything should you offer the following round to the clients who haven't placed large orders I mean Nvidia what are they meant to do are they saying that we must ruin our business because we are just concerned about debt then if you return tonight let's indulge in some seist Nostalgia for a different problem one of Intel's main concerns from 1990 to 2000 was the notion that they were monopolists however they were forunate to have AMD which allowed them to constantly say listen we have 90 AMD has 10 it's unfortunate that Nvidia is unable to locate a person who is 10 years old in fact I believe that the solution to any antitrust issue was for Lisa Lisa Sue AMD to take over and repeat the action removing Nvidia from the way so that they could save Intel from scrutiny please but they must follow through on this subpoena notion they cannot simply give them a letter stating that they must among the issues Nvidia faces is the question of what to do when supplies are limited to whom is the next round given do you give items to your little customers or do you solely Target your large clients accordingly if that is what people choose it is comparable to socialism of orders yes do you believe that they are prepared to respond to any questions the doj may have nidia's brief statement look we worked really hard and and we have this position now is the one I love the most Google has informed us that they are a monopolist additionally to someone who is a monopolist it is the manner they misuse their position and keep in mind that standard oil holds a 100% market share which is the reason why everything occurred and whenever a new competitor emerged they immediately undercut them eliminating that rival this isn't taking place since they have no Rivals the question is what would the justice department do if it were to Target a business with no Rivals however they appear to believe that it is irrelevant for example apple is extremely fantastic so perhaps we ought to have a look at it that seems like is that the main idea really Jonathan caner after all must deal with the reason why Intel didn't produce excellent as CPUs the reason for this was not the monopolistic practices of nvida they prevailed in court arguing that Google Google acted in a monopolist manner this case is far more difficult the old saying goes one man's margin is another man's opportunity although it's 90% of this Corporation it's not 100% however because they had enormous margins margins in the 30s and 40s we usually think of us as the great one then all of a sudden Jay and J entered the stapling industry with 18% margins which was far greater than their typical business look a business can enter the market with margins that are significantly greater than vidia's present margins but get significantly lower that's what Michael SAU thinks JP Morgan will do locate that rival for me as wonderful as Lisa Sue is and you know I think AMD is amazing I believe she would acknowledge that we're not where we need to be if she were on here right now Nvidia is very good at training Michael stated that they must now rely on inference no as they have had extens of training it is inference that generates Revenue not training however that isn't the case with Nvidia and because they want to win in terms of data the customers are investing more time and money in training B data analysis Mark Benny off I believe that I am aware that I take
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