On: Ask HN: Is anyone shorting the overspend in AI yet?

[freakynit]

Did this research last week on the same thing:

NVIDIA (NVDA) — The Short / Underperformance Thesis - https://nvidia-stock-analysis.pagey.site/

This is pump and dump on the largest scale we have ever seen. It's effectively privatize the profits and socialize the losses.

[Schiendelman → freakynit]

This doesn't make sense. It completely misses that there are tons of other companies that will happily take the Nvidia capacity at the same price if their biggest customers reduce spend.