All the reasons why Nvidia will have a very hard time living up to the currently lofty expectations of the market.
Yep, you are living in a Nvidia-led tech bubble
So many signs point to investors forgetting the basic principles of investing to chase hot AI stocks.
High-Priced Chips in Warehouses: Nvidia’s Big Con?
Nvidia is reaping record profits from AI chip demand, while the data center boom drives up computer prices for households and businesses.
The Nvidia Way: Jensen Huang and the Making of a Tech G…
"The definitive look at the most remarkable business st…
NVIDIA Isn't Enron - So What Is It?
If you enjoy this free newsletter, why not subscribe to Where's Your Ed At Premium? It's $7 a month or $70 a year, and helps support me putting out these giant free newsletters! At the end of November, NVIDIA put out an internal memo (that was leaked to Barron's reporter
NVIDIA CEO Jensen Huang GTC 2026 Full Keynote
Shield TV Pro is out of stock everywhere — Is this the end of the line, or could a new model be coming?
Earlier this year, the tube-shaped Nvidia Shield TV went out of stock at all retailers, leading to speculation that the less-popular variant of Nvidia's streaming media player had been discontinued.
Grok 3, The Nvidia Shortcut, Competitive Implications
Grok 3 appears to be state of the art; that speaks to the power of Nvidia, and actually increases the pressure to spend more.
I looked into CoreWeave and the abyss gazed back
The debt-laden AI compute company has been boosted by Nvidia.
Google, Nvidia, and OpenAI
OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.
Why Product Market Fit Isn't Enough — Brian Balfour
I’ve been lucky to have been part of building, advising, or investing in 40+ tech companies in the past 10 years. Some $100M+ wins. Some, complete losses. Most end up in the middle. One of my main observations is that there are certain companies where growth seems to come easily, like gui
Rohan Paul on Twitter / X
Google is trying to win AI by making compute cheap, not by beating Nvidia on raw speed.Nvidia sells GPUs to clouds with a big 70%+ margin that sits on top of manufacturing and R&D cost and raises cloud prices.Google builds TPUs for itself at near manufacturing cost, adds no… https://t.co/aSgWRf0HY7 pic.twitter.com/T3Fzc6czwg— Rohan Paul (@rohanpaul_ai) November 25, 2025
Teaching Everyone to Fish for Tokens
Nvidia wants you building your own model, not buying from Anthropic/OpenAI.
Stockmarkets are booming. But the good times are unlikely to last
Although AI is propelling valuations, there are deeper forces at work
NVIDIA Live at CES with CEO Jensen Huang
Nvidia can't shake authors' claims it trained AI on pirated books
The case could reshape how artificial intelligence companies are allowed to acquire the massive datasets they need to build their systems.
