Yikes:Per The Information’s newsletterThe stock slipped a bit on the news [217.55 at close, though up a bit this morning in premarket], as this handy chart from FT reports. For your convenience, I have highlighted the scariest bits.§Has Jensen Huang begun to overplay his hand? Some people think so, like the financial journalist Holger Zschaepitz:Last words in this brief essay go to Jim Chanos, famous for calling the Enron collapse:Subscribe nowPS Some other breaking new to watch: Nvidia is releasing a new version of its truly open-source (not just open-weight) Nemotron model, which is good for end users and developers but that could also ultimately undercut places like OpenAI and Anthropic with whom it has deals.
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