Last week, Enrique Abeyta warned that OpenAI reminds him of Enron from the dot com boom/bust. This week, Nvidia announced a $100B “investment” into OpenAI which will then be used to buy Nvidia chips. This is the exact kind of accounting shenanigans that Enrique warned about. He’ll be guest hosting the video version of The ... Read more The post Weekly Points – September 26th, 2025 – 5 Things to Know in Investing This Week – The What if There’s an AI Spending Problem Issue appear...| Deep Knowledge Investing
Last year, there was a lot of reasonable speculation that Cisco $CSCO from a quarter-century ago was analogous to Nvidia $NVDA now. The thinking was that Cisco was selling the hardware that new internet companies needed. (That was analogous to selling the picks and shovels to gold miners more than 100 years earlier.) When the ... Read more The post What if OpenAI is Like Enron and Nvidia is Like Cisco appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Every generation has its watershed device. And today, another revolutionary device is poised to introduce a new technological leap we’ll be talking about for decades to come. When that happens, investors who see it early are the ones who will capture all the generational upside. The post The Next iPhone Moment — And the 10X Supply Chain Trades I’m Watching Right Now appeared first on InvestorPlace.| | InvestorPlace
InvestorPlace - Stock Market News, Stock Advice & Trading Tips With the Fed-induced drop in mortgage rates, Opendoor’s core business of buying and selling homes could hit the gas. When borrowing costs fall and homebuyers regain confidence, housing activity picks up – more people list homes and more people buy. The post Fed’s ‘Risk-Management’ Cut Sets the Stage for Tech’s Next Boom appeared first on InvestorPlace.| | InvestorPlace
Nvidia is a huge battleground stock – – some analysts predict its price will languish or crash, while others see it continuing its dramatic rise. It has become the world’s most va…| Economist Writing Every Day
A look at hyperscaler moves across AI, Data, DevOps, and Security.| HHHYPERGROWTH
Hopper will continue to grow in 2H, and Blackwell will come on strong in Q4.| HHHYPERGROWTH
NVIDIA's supply constraints have been easing until it hit some Blackwell delays.| HHHYPERGROWTH
At CSUN this year, I attended the open source math accessibility sprint co-hosted by the Shuttleworth Foundation and Benetech, where major players in the fie...| www.jantrid.net