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Re:Nvidia Allegedly Engineered Scarcity by Funding AI Startu... by wolfinterval on Saturday November 14, 2026 @06:34AM (#50496179)
The peak on the semiconductor ETFs was in spring. Even with the bounce semiconductors are 30% down from the peak.

OpenAI not being able to IPO I think is the huge indicator that we are in denial of.

The tide is starting to go out and we are starting to see who is swimming naked.

Jensen and the Jensenverse as the villain of the bubble is the prestige of this bubble's magic trick. That is a show stopper.

OpenaAI as Myspace I think is the second act, yet to come.

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