Nvidia's massive guarantees to OpenAI and exclusive deals with SpaceX are driven by fear of missing out, not economic logic, making shorting dangerous.
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NVIDIA and the AI Boom Are Being Driven by Fear
Aug 26, 2026
The creator discusses the AI boom, particularly NVIDIA's role, driven by fear of missing out rather than economic logic. They highlight NVIDIA's significant guarantees to OpenAI and exclusive deals with SpaceX, suggesting these are driven by fear and lack economic rationale, making shorting dangerous.
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