Abigail Spencer titties because NVidia is now Bigger than ALL BANKS in the US & Canada combined at $4.6T… while their China’s market goes to ZERO, Jensen Huang is selling shares like crazy

Data source: raw financials FactSet and Morningstar, calendarized and cleaned with Multiples.vc

NVIDIA is now bigger than all banks in the US and Canada combined

Today, we learned…

Nvidia takes $1 billion stake in Nokia

Investing in a dinosaur handset company? Sounds very, very desperate…

Just the other day,

Corporate INCEST

Nvidia investing $100B into OpenAI in order for OpenAI to buy more Nvidia chips

OpenAI, NVIDIA, and AMD, The Tech Triangle That’s Driving the Market

OpenAI, NVIDIA, and AMD, The Tech Triangle That’s Driving the Market
by inwallstreetbets

At the same time,

Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to zero — the Chinese market previously amounted to 20% to 25% of the chipmaker’s data center revenue

Jensen Huang says China is ‘nanoseconds behind’ the US in chipmaking, calls for reducing US export restrictions on Nvidia’s AI chips

And,

NVIDIA CEO is selling shares like crazy

What does that tell us?

We think NVidia will be the biggest Hydrogen Bomb in the universe once it explodes and it will someday…

Commentary by a Wall Street Dude:-

Nvidia is literally paying its customers to buy its own chips and nobody’s talking about it

TLDR: Nvidia just invested $100B in OpenAI who then uses that money to buy Nvidia chips. AI companies will be $800B short of breaking even by 2030. MIT found 95% of companies got zero ROI from AI. This is about to get ugly.

So Nvidia just agreed to give OpenAI $100 billion. Sounds normal right? Big investment in AI. Except here’s what OpenAI does with that money. They turn around and buy Nvidia chips with it.

Read that again. Nvidia is giving a company $100 billion so that company can buy Nvidia products. And Wall Street is just cool with this apparently?

But that’s just the start. I found this Bain report that nobody’s really covered and the numbers are absolutely fucked. They calculated that by 2030 AI companies need to make $2 trillion in revenue just to cover what they’re spending on infrastructure. Their realistic projection? These companies will make $1.2 trillion.

They’re gonna be $800 billion short. Not million. Billion with a B.

And it gets dumber. OpenAI is gonna burn $115 billion by 2029. They’ve never made a profit. Not once. But they’re somehow valued at $500 billion which makes them literally the most valuable company in human history that’s never turned a profit.

Sam Altman keeps saying they need trillions for infrastructure. Zuckerberg’s spending hundreds of billions on data centers. And for what? MIT just published research showing 95% of companies that invested in AI got absolutely nothing back. Zero ROI. Then Harvard found that AI is actually making workers LESS productive because they’re creating garbage content that wastes everyone’s time.

Even the tech isn’t working how they said it would. Remember when GPT-5 was supposed to be this huge leap? It came out and everyone was like oh that’s it? Altman literally admitted they’re “missing something important” to get to AGI. The whole plan was throw more compute at it and it’ll get smarter and that’s just not happening anymore.

Meanwhile Chinese companies are building models for like 1% of what US companies spend. So even if this works the margins are cooked.

The debt situation is actually scary. Meta borrowed $26 billion for ONE data center. Banks are putting together a $22 billion loan for more data centers. OpenAI wants to do debt financing now instead of just taking Microsoft’s money. This is all borrowed money betting on a future that might not happen.

This is exactly what happened in 1999 with telecom companies and fiber optic cables. They all built massive infrastructure betting demand would show up. Most of them went bankrupt.

OpenAI’s CFO literally suggested charging people $2000 a month for ChatGPT in the future. Two thousand dollars a month. That’s their plan to make the math work.

We already got a preview in January when DeepSeek dropped a competitive model that cost almost nothing to build. The market lost a trillion dollars in value in one day. Nvidia crashed 17%. Then everyone just went back to pretending everything’s fine.

Even the bulls know this is cooked. Zuckerberg straight up said this is probably a bubble but he’s more scared of not spending enough. Altman admitted investors are overexcited. Jeff Bezos called it an industrial bubble. They all know but they can’t stop because if you stop spending and your competitors don’t you’re dead.

ChatGPT has 700 million users a week which sounds amazing until you realize they lose money on every single person who uses it. The entire business model is lose money now and hope you can charge enough later to make it back.

I’m calling it now. This is gonna be worse than dot-com. Way worse. Some companies will survive but most of this is going to zero and a lot of very smart people are gonna lose absolutely stupid amounts of money.

We think dude’s view makes sense.

Brace for the Hydrogen Explosion or Implosion… Good Luck. Amen.

Abigail Spencer just dumped every single fuck equity she got and stock up nuts!

Yes, walnut, peanut, any nut…

Why nut? Everybody need to eat nut whether you have nut or not, but not NVDA stock… Make sense?

Abigail Spencer’s NVidia Sextape

Abigail Spencer
Actress

Abigail Leigh Spencer is an American actress known for her roles in several television series. A native of Florida, she began her career on the ABC daytime television soap opera All My Children playing … Wikipedia