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Archive of entries posted on 24th May 2023

Sell Nvidia today. Good yields on U.S. Treasuries today. Warnings on AI from a truly great philosopher

Sell your NVDA today. I have two main reasons: First, it’s gone up too fast, too much. Here’s a two year chart. It’s unrealistic to expect this recent AI-hype driven escalation to continue: Second, it reports earnings this evening. They won’t be chopped liver, because gaming has slowed and AI hype hasn’t translated into AI […]