@alexisanddean: Is Nvidia investing in AI companies that buy it’s chips a dangerous circular investment? #nvidia #ai #investing #aistocks #aibubble

Alexis and Dean
Alexis and Dean
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Sunday 06 September 2026 02:17:15 GMT
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beachbuoy9413
Islander :
BUY BUY BUY NVIDIA NOW BEFORE IT IS A $500 STOCK
2026-09-06 03:37:11
27
misterabby
MrAbby :
No way Alexis came up with this question, this is Dean's work
2026-09-06 03:06:07
8
scottlewis836
scottlewis836 :
Answer: yes, circular financing makes it look like more revenue than there is..leads to over valuation
2026-09-06 03:52:17
30
kyrylowalker
kyrylowalker :
I’d recommend starting with some fact-checking before making videos on topics like this. Saying, “I don’t know much about this,” and then immediately telling everyone how insanely high the demand is doesn’t make much sense. Explain in more detail where exactly this demand is coming from and who is creating it. Which companies? Who are the chips being sold to besides data centers that are constantly being announced but never actually built, and startups funded by the same companies, including NVIDIA? Where is the mass-scale export? Who in the EU is buying these chips at scale?
2026-09-06 07:15:51
4
mannyfrache
Manny :
Those chips are a RAPIDLY depreciating asset.
2026-09-06 10:41:53
0
saly8112
saly :
Big Tech (Mag 7 = Nvidia, Apple, Google, Microsoft, Amazon, Meta, Tesla): ~$23.8T U.S. annual GDP: ~$30T+ U.S. net wealth: ~$167T we are so cooked 😳😳
2026-09-06 04:09:36
4
crushy604
Crushy :
Who's cash flow positive? Even Google went fcf negative.
2026-09-06 07:23:57
1
jackof2trade
Jackof2trades :
5 trillion $ market cap itself isn’t sustainable.
2026-09-06 09:19:08
0
livebalanced
Live Balanced ❌ :
So another words, Nvidia is financing their chips?
2026-09-06 09:25:40
1
infected369
Infected :
It's like a gold mine investing in jewelers, they need somewhere to sell the gold, but the jewelry store will be self sufficient, just needs a little seed money.
2026-09-06 09:30:44
0
james_lyndon
James :
If it was going to “pop”, then it probably already would have. There will be winners and losers, but AI isn’t going to disappear. At worst, then it would just diminish, but the software engineering and such is changed forever.
2026-09-06 03:03:15
7
slightlyxperfect
Slightly Perfect :
They just bought Hugging Face for almost $13 billion. That's insane.
2026-09-06 02:32:05
10
noneofya999
noneofya999 :
yes it is, first all hardware gets devalued almost at the rate of cars. these companies take on debt, that gets passed on as tax cuts for devalued property, so what they are doing is actually scamming the government. not only that, they are scamming and eating communities resources.
2026-09-06 10:01:19
0
shepardoftrumpshe
ShepardOfTrumpSheep :
A.I. BUBBLE IS ABOUT TO POP, NO NEED FOR ALL THESE DATA CENTERS THAT ARE BEING BUILT FOR OUT OF DATE U.S. TECHNOLOGY. WHEN CHINA IS GIVING FAR BETTER FOR FREE.
2026-09-06 04:08:53
1
delken101
😀😀😀😀😀 :
China so far ahead and has built little to no new data centres. Something isn’t adding up in the US
2026-09-06 09:29:37
0
mitmar728
Mitch728 :
Dean. Cmon. It's massive circular financing. None of those companies are generating profits. OpenAI is not going to make it. It's not even clear if the data centers will get built, or get built in time. Read Ed Zitron. Eye opening.
2026-09-06 08:15:57
0
ralmo81
Raul Mo :
First
2026-09-06 02:19:59
6
mudfloodglasgow
GLASGOW MUDFLOOD :
what do you think about them all going down simultaneously? 😎
2026-09-06 06:23:14
0
radicalrod
RadicalRod :
Isn't it the same when vendors, foodtrucks, convenience stores goes to Costco buys and resell? Vendors even gets stuff on credit from Costco, Isn't that circular?
2026-09-06 03:13:34
0
antiochusmegas
antiochusmegas :
Enron is the comp, not internet companies, and nVidia is successfully navigating the post-Enron FASB rules on VIEs. Could nVidia collapse like Enron? Possibly, but highly unlikely. Time will tell.
2026-09-06 05:19:52
1
mando.g69
user5302122724684 :
this sounds like cope
2026-09-06 06:04:31
1
pophoez
Derrick :
Tesla and spacex is one of nvidias customers , creating a ai cab and rocket ships need chips which will cause all three off these stocks to 🚀
2026-09-06 06:41:12
1
greggardella
Nevadan :
It’s bad business.
2026-09-06 03:36:28
1
mr_g7777
Mr G :
the neoclouds are not making money still
2026-09-06 03:09:40
2
4logic
James Watson :
November could impact data centers
2026-09-06 02:54:18
1
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