X @Cassandra Unchained

The Blessed Fraud Recurrence addresses, in long form, questions raised in the original Unicorns & Cockroaches: Blessed Fraud article about AI buildout depreciation schedules and potential earnings overstatement by the hyperscalers. Here, I admit it - AI really is like electrification, #Nvidia GPU failure rates, Power is an inventory problem, and why I short $NVDA."Nevertheless, faulty Nvidia GPUs and GPU memory made up almost half the failures. This amounts to about a 9% failure rate if extended over the fi ...