Competition and the Inference Shift

Nvidia just posted another monster quarter, so why did the stock drop nearly 10% after earnings?

In this deep dive, Zaid breaks down Nvidia’s blowout results, the growing fears of an AI bubble, Michael Burry’s warning about massive purchase commitments, and the real risk that hyperscalers could slow their spending.

Then we flip to the bull case: agentic AI, a potential China comeback, new inference chips, and why Nvidia might actually be cheap at 22x forward earnings.

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