JustDario
He makes a great point here: Jensen Huang is clearly doing all he can to build the perception that $NVDA is too big to fail (while the very opposite is true) so once the whole house of cards he built collapses he has leverage to be bailed out by governments scared of not doing so
Kakashii
Jensen has been fighting against the law of large numbers for almost a year in order to maintain the "Beat and Raise" Machine. Starting next quarter, Nvidia needs to deliver triple digit billions in revenue. Jensen knows he must do anything possible to sustain this machine, but