NVDA at a 27 PE like some regional bank that still faxes loan docs, while Jensen is out here printing hundreds of billions and casually talking 70% growth like it’s a rounding error. Orange Hitler rang him live onstage and they both flushed Gaythropic’s “please slow AI so we can keep the club exclusive” speech down the toilet. Nvidia buys Hugging Face for $13B and suddenly the closed labs invent safety. Now Jensen’s walking into the Trump-Xi dinner about to get export controls sloppy style. Street still acting like this is priced in. It isn’t. Get in while you still can boys. This is going to rip.

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