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@dilbradly · Exit NVDA
Read asExit NVDA
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Dylan Bradfield@DilBradlyExactly the point I made … King Nvidia will likely fall on its own sword!
Ross Hendricks@Ross__HendricksFriendly reminder that most of $CRWV's $40B in annual spending goes straight into $NVDA GPU sales Now, what happens to Nvidia's order book if Coreweave goes tits up, not to mention all the other neoclouds? Suddenly that forward PE multiple ain't so cheap