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This looks like a think tank problem more than an NVIDIA problem. If you work at a think tank, and you do research, and public companies are capable of doing harm to your career - your think tank is a weak facade that will give up its core ideals and bow to corporate overlords.

Think tanks should think, and not give a shit what other people think. Unless they’re partisan aligned, and will give up “thinking” to tow the party line. In which case it’s just veiled political influence hiding behind a moniker, which is really what think tanks are. So I’m thinking now - nonstory. Everything is working as intended.

NVIDIA has been known to threaten gaming GPU revieweres before all this AI boom, so...
I keep thinking the shorts are trying to trigger an nvidia (and the greater AI market) selloff.
Market cap is what you get when you multiply a fantasy price by a real share count.
And you dont need to account for debt or externalities.

Most of capitalism runs on the same incomplete logic as LLMs, which explains a lot.