Regular reminder that there are also bubbles in crypto, private credit, nuclear energy and of course Tesla. I just wrote a piece on the absurd plan for humanoid robots
The market is an idiot. Thinking that huge Nvidia results prove there is no bubble is like watching a pump operating at full capacity and concluding the balloon it is filling can expand without any limit.
Regular reminder that there are also bubbles in crypto, private credit, nuclear energy and of course Tesla. I just wrote a piece on the absurd plan for humanoid robots
https://johnquigginblog.substack.com/p/elons-last-grift
The market is an idiot. Thinking that huge Nvidia results prove there is no bubble is like watching a pump operating at full capacity and concluding the balloon it is filling can expand without any limit.
At the peak of the bubble Cisco was at $69 it was only a few months ago it passed that in. Nominal price