But would we expect any bubble to first burst on the chip manufacturing side? Wouldn't the real or at least the initial weakness be elsewhere - on the data center side if, say, the facilities can't be fully leased out and their are defaults on the debt instruments used to build them? Or say firms like Google or Meta if/when they realize the return on their investments are not matching expectations/hopes and cut their spending? SR
> On 11/20/2025 9:49 AM PST Tom Walker via groups.io > <[email protected]> wrote: > > > On Thu, Nov 20, 2025 at 09:26 AM, Tom Walker wrote: > > > Wall Street shoots toward its best day since May on Nvidia's profit report > > and hopes for lower rates... > > > This may be big, if true... according to Shanaka Anslem Perera, whose > credentials I cannot vouch for, AI analysis of NVIDIA's profit report has > revealed accounting discrepancies that indicate a "$610 billion fraud." That > may or may not be hyperbole but could explain the rapid turn around in the > stock market from euphoria to steep decline. The market indexes are closely > following NVIDIA's decline which is currently down 2.33%. > > -=-=-=-=-=-=-=-=-=-=-=- Groups.io Links: You receive all messages sent to this group. View/Reply Online (#39375): https://groups.io/g/marxmail/message/39375 Mute This Topic: https://groups.io/mt/116383307/21656 -=-=- POSTING RULES & NOTES #1 YOU MUST clip all extraneous text when replying to a message. #2 This mail-list, like most, is publicly & permanently archived. #3 Subscribe and post under an alias if #2 is a concern. #4 Do not exceed five posts a day. -=-=- Group Owner: [email protected] Unsubscribe: https://groups.io/g/marxmail/leave/13617172/21656/1316126222/xyzzy [[email protected]] -=-=-=-=-=-=-=-=-=-=-=-
