Hi Dood, - -Thanks. Those articles by "Nobody Special" and the madking link [https://themadking.com/article/nvidia-the-red-flags/} really set me thinking about the veracity of CoreWeave, and the true demand for Nvidia's AI products. And if the AI demand is not as huge as they say, how may this affect AMD's boost from their prospects in this arena? AMD was pulled along with NVDA in the prevous quarter's AI reveal.
I did back off from some of my exposure to AMD due to this apparently clear 'Revenue Laundering' manipulation shenanigans. But I don't know how all this may play out. AMD seems to be recovering back toward my sales prices and I don't want to miss another AI fueled boost........
Jag seems to be taking it all in stride. What are you thinking may happen next....?