Something just feels off.
The private equity and private credit market are just too big man.
And then, that the NVIDIA GPUs are a fast depreciating asset of not more than 2-3 years of real life + I think its a bit like quantum physics (nobody really gets it), which is why Deepseek did what??
Scenarios:
NVIDIA falls to $1.5 T
That small island is scared because the ships came too close? Wait, they make 90% of all chips?
All those AI factories are kind of obsolete, because AI figured out how to make its own reasoning and inferencing more efficient
50% Depreciation of the currency
Something weird about gold going up 40% in a year ?
Hmmm; 4% NPAs on private credit. Of course, there is no hidden borrowings and cross collateralisations
Whats up with Elon + Trump? What if they have a fall out?
Things just feel odd.
Old Man Buffett is ready.
