18 Feb 2026
Wondering why memory chips stocks are on fire? Just watch the chart below courtesy of Bloomberg.
Nvidia's chips consume more RAM witch each generation. Rubin requires as much memory as several powerful PCs.
3 Feb 2026
NVIDIA halts plan to invest $100 billion in OpenAI.
First Apple ditched now NVIDIA planning to pull back.. Source: Brainz - Systematic AI Execution Platform (SAIEP)
7 Jan 2026
Nvidia CEO said yesterday that the “Memory Bottleneck is Severe”
SK Hynix ($330B) $MU ($355B) Samsung ($595B). Wait and see the look on everyone’s face when they find out the entire AI buildout will be bottlenecked by the tiny $AXTI ($1B) after the China’s new export controls. Source: Serenity @aleabitoreddit
30 Dec 2025
Interesting comments by UBS on Nvidia's acquisition of Groq
Source: UBS
5 Dec 2025
Will it ever happen? OpenAI does not appear to have sufficient liquidity, and even if it did, current market pressures may lead it to prioritize operational stability rather than aggressive growth
Source: Markets & Mayhem
3 Dec 2025
Great chart by Tavi Costa showing Mega-caps hardware stocks Entreprise Value as a % of GDP - 2000 vs. today...
We think Nvidia has a different profile. Still, this is a scary one...
28 Nov 2025
Got Hard Assets?
Gold > Nvidia since Q1 2024 *Bloomberg terminal data. Lawrence McDonald @Convertbond
28 Nov 2025
How many loans to negative cash flow start ups were made using Nvidia chips as collateral?
Source: Edward Dowd @DowdEdward
