Sumit Roy
Region: US
Tuesday 11 August 2026 21:34:24 GMT
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anon :
I have a sign for them to buy
2026-08-11 21:58:47
241
rat_tech :
What if we bundle up all the collateralised data centres and sold it as a single bundled thing. We could call it a CDO (collateralized datacenter obligation)
2026-08-11 23:42:39
174
User31256738 :
I can live in a 20 year-old house.. how useful is a 20-year-old chip?
2026-08-12 02:30:28
47
¥£$ :
They’ve done commoditized commute 😭
2026-08-12 17:46:14
1
Stall Bro :
But chips lose value over time, especially as new chips become better and cheaper to make
2026-08-12 03:59:22
17
cdlim :
Michael Burry is probably rolling his eyes right now… 👀
2026-08-12 08:24:38
8
glorious.porpoise :
Oh fantastic…. And once the value of the data centers crashes the crash is even worse than it already will be.
2026-08-11 21:38:43
44
NP :
the computing architecture swapover from silicon to tungsten-graphine is close. the silicon wafers are going to be worth zero in about 5 years, this is just a push to offload them into retirement accounts
2026-08-12 13:58:49
0
AI :
he promised them 25% insurance per chip that decrease in value.....so yeah
2026-08-12 14:16:55
0
Pizzette :
So the Federal Reserve will have to bail out the big banks if/when the data centers are no longer worth the appraisal (aka when China builds them at 1/3 the cost) 👏👏👏
2026-08-12 13:14:13
0
Chris Perelli :
whatcouldgowrong.jpg
2026-08-12 14:12:09
4
Zach :
This is basically the builder taking on the mortgage because there are no customers.
2026-08-12 00:31:41
0
BakkaTheGuruMusicTv :
Rentier black hole theory
2026-08-12 15:54:15
0
getklarted :
This Ai bubble burst is going to be brutal
2026-08-12 15:32:50
2
Dr Raj :
Absolutely well said. NVDA has consolidated its position further in this revolution. These chips will be good for 10 years generating billions.
2026-08-12 09:51:02
0
Bored Uncle :
except these chips might be obsolete in 5 years
2026-08-12 06:00:14
2
Ronnie Chandler :
I think this proves that Ai chips are still in the beginning phase. Imagine once they start putting datacenters in space. Energy sector once they turn these data centers on
2026-08-12 11:50:25
0
Broperty :
The price of chip..... gonna be crush by China 😅 Same like diamond
2026-08-12 04:47:35
3
Frank Wang :
You forgot to mention Nvidia is providing insurance to backstop the value of the data centers. Kinda important. Still smart on his part because it sells chips
2026-08-11 21:43:03
8
Funger 🇮🇱 :
smaller models, u can run them locally, there is fraction of the tiniest fraction that would use such thing model of service, also you can train your own cluster. It's just rip off
2026-08-12 01:26:55
0
talkingflower :
things often fall apart if many people use other people's money to umproven things.
2026-08-12 00:58:14
3
talkingflower :
financial engernerring under the disguise of ai . many will probably in tears.
2026-08-12 00:59:30
2
JamalUSA :
Genius. This man is awesome. Live Nvdia. Best company on the planet.
2026-08-12 10:45:33
2
Ben Hutcheon :
This is sounding more like subprime mortgages again. On assets that are not worth anything if a crisis hits.
2026-08-12 06:09:05
1
7yr431 :
Microchips and electronics now are growing assets? 🤨🤨🤨
2026-08-12 04:09:35
1
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