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A comment on Nvidia and OpenAI abandon unfinished $100B deal in favour of $30B investment. Parent comment

Re:Nvidia and OpenAI abandon unfinished $100B deal in favour... by infecto on Friday February 20, 2026 @10:01AM (#47088856)
Not sure what your story has to do with the discussion at hand. On average people do not beat the market, the market can be irrational longer than you are solvent but also most people probably have not done any modeling and so these are really feelings and not real economic bets.
[ Parent | on HN ]
Re:Nvidia and OpenAI abandon unfinished $100B deal in favour... by malfist on Friday February 20, 2026 @11:53AM (#47090485)
GP was deciding to do something based solely on the fact that someone else advised them not to do that. So I presented the same scenario with the same logical process.

It isn't valid. It's being a contrarian, and not the outgrowth of some logical process.

[ Parent | on HN ]
Re:Nvidia and OpenAI abandon unfinished $100B deal in favour... by infecto on Friday February 20, 2026 @06:04PM (#47095284)
No my statement was the usual joke that it’s always best to do the opposite of the herd. Once everyone is buying beanie babies the market is probably getting saturated. With all these bubble comments on HN I think it’s very much the same.

Is there a bubble? Probably. Is it going to pop, probably not.

[ Parent | on HN ]