I think right now uh you've got credit spreads at all time types. You've got the reflation trade going on. I strongly believe PMIs are going higher. And for me, that means that Bitcoin is just kind of whether it stays here between 85 and 92 for another couple weeks. When we get into the beginning part of next year, I think we're going to see Bitcoin back above. What's going on guys? Today we got a great conversation with Jordy Visser. As you can tell, I am not in studio, but Jordy is. He's looking great and ...

In the race to dominate artificial intelligence, China is neck and neck with America in software. But on hardware, a gap remains. America’s chipmakers, led by Nvidia, are far ahead https://t.co/ormIpGxkyv ...

“We’ve been very focused on software, but the real quantum leap for Web3 experiences comes from hardware.” - Joshua Sum, Head of Product, Solayer https://t.co/o28RDimsXC ...

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ASML warning about growth. ASML a very key player when it comes to making chips for Nvidia and a whole bunch of other players. What does that say to you about this tech trade that we all I think a lot of people felt was kind of short up yesterday by Nvidia.Yeah, I think you know what we're seeing right now of course we're going to see some short-term eb and flows in terms of what's happening with the supply chain. But by and large u the story remains one driven by artificial intelligence and it's here to st ...

We're going to roll the animation as Nvidia 4 trillion dollar market cap uh which no company's ever done, Jim. Well, look, it's the it's the evolution of hardware. It is if it were just AI, generative AI, that'd be one thing, but it's accelerated computing and people don't give that enough credit.And I I think it's this time is not software time. It's not Exxon's time. It's the it's the it's the idea that we have leader in the world in hardware.Remember, there's a ton of software in Nvidia. Uh, and there's ...

as dishonorable person. Honorable person. You got to change the discourse.I'd be like old Trump. Right. There must be.>> Going to roll the animation. Is Nvidia a $4 trillion market cap which no company has ever done. Jim.>> Well, look, it's the it's the evolution of hardware. It is. If it were just AI generative AI, that'd be one thing.But it's accelerated computing and people don't give that enough credit. And I think it's this time is not software time. It's not Exxon's time.It's the it's the it's the ide ...

RT Abhinav Das (@Abhindas1)Every smart person is getting into hardware, and every smart person is finding out they are not that smart ...