On Thu, Nov 20, 2025 at 10:34 AM, Steven L. Robinson wrote: > > But would we expect any bubble to first burst on the chip manufacturing > side?
I expect every bubble is the same and every bubble is different. The circle jerk of tech titans buying and investing and selling to each other is unprecedented as far as I know. NVIDIA is ALSO an investor in the data centers, so there's that. An increasing portion of NVIDIA's "earnings" are accounts receivable. With an increasing lag in receiving payments. -=-=-=-=-=-=-=-=-=-=-=- Groups.io Links: You receive all messages sent to this group. View/Reply Online (#39376): https://groups.io/g/marxmail/message/39376 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]] -=-=-=-=-=-=-=-=-=-=-=-
