And they actually can’t increase the price much.

Token generation is the metric Jensen Huang keeps pushing to temper analysts, which also affect nvidia’s future expected cash flows of course.

If increasing the price causes that metric to drop, the whole narrative falls apart and fear will spread in the stock market.

They’re all racing very close to the edge. Some closer than others.

The reality is given how much OAI has raised, they have to get to a place where they are doing insane revenues…

We’re talking on the level of meta, google and probably more if they keep raising money.

They really went all in with hubris and they’re gonna get punished eventually.