The core argument is technical. NVIDIA is not Enron, in a criminal way. Enron was cooking the books, while NVIDIA is a legitimate monopoly with a product that is in high demand. And the demand, the author claims, is artificial.
So many words for what is effectively one or two short paragraphs.
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[ 2.6 ms ] story [ 15.5 ms ] threadThe core argument is technical. NVIDIA is not Enron, in a criminal way. Enron was cooking the books, while NVIDIA is a legitimate monopoly with a product that is in high demand. And the demand, the author claims, is artificial.
So many words for what is effectively one or two short paragraphs.