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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Author: Steve203 ⎊❂🐝 HONORARY
SHREWD
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Number: of 88932 
Subject: Oh, it's only 0.5%
Date: 11/09/26 9:39 PM
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Estimated Nvidia revenue for fiscal 2027 is some $411B. Huang's squeeze is CEO of Megaspeed. Megaspeed is expected to buy about $2B of Nvidia product this year. The concern is that Megaspeed is nothing but a front, that funnels the top shelf chips into China. How many more front operations are there, doing the same thing, to circumvent US export regs?

In the past year, Nvidia has provided some $48B in financing to customers and other AI players.

If anyone in the US, Commerce Dept, Defense Dept, State Dept, threw a wrench into the black market for Nvidia chips, would it impact the company's ability to continue to provide financing to other companies? And some AI companies are already having trouble obtaining financing from others.

Want to see Ana have a total melt down?

Around the 17 minute mark, TYT plays a clip from a Bubblevision talking head saying words to the effect "must beat China in AI. It's a national security issue. The government *must* bail out the AI buildout. This bailout will be for Main St, not Wall St". Should not surprise anyone that the AI Billionaires will lean on we Proles, for protection. A couple of them said, out loud, a year ago, they wanted a "government backstop", for the Trillions, with a T, in obligations they are piling up.

Nvidia CEO BOMBSHELL: Affair With Chinese Spy?!

YouTube: Nvidia BOMBSHELL: CEO Slept With Chinese SPY?!? (The Young Turks)

Steve
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This community has written 88,852 posts about US Policy. The article-length ones it recommended most:
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