The iconic Tom Ford leather jacket signed by Jensen Huang is on auction starting at 40k dollars. It was worn by Huang at the Hon Hai Tech Day in Taipei on October 18, 2023, when Nvidia unveiled AI factories.
The auction is charitable, with all proceeds going to The Edge Institute, a nonprofit organization.
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Every major market crash in history had one thing in common.
Nobody believed it was coming right before it happened.
Right now, more bubble-top indicators are flashing simultaneously than at any of those three peaks combined.
βοΈ @venture
Nobody believed it was coming right before it happened.
Right now, more bubble-top indicators are flashing simultaneously than at any of those three peaks combined.
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πΊπΈπ US inflation is going up, interest rates are rising, and tech stocks are sliding. Is a recession next for crypto?
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Coincidence, or did the designer intentionally make them look like bubbles?
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Just days after SpaceX's $2 trillion IPO, members of Congress and their families began buying the stock.
Rep. Gil Cisneros purchased between $1,001 and $15,000 of SpaceX shares on June 18.
Three days earlier, a child of Rep. Dan Meuser bought $15,001 to $50,000 worth of shares.
Both transactions were disclosed under the STOCK Act.
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The purchases have drawn attention because both lawmakers serve on committees that oversee areas important to SpaceX. Cisneros sits on the House Armed Services Committee, while Meuser chairs a subcommittee of the House Financial Services Committee.
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In 2025, SpaceX generated $3.6 billion from U.S. government contracts, about 20% of its $18.7 billion in revenue.
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Ethics experts expect these disclosures may be just the beginning, with more congressional purchases likely to appear in the coming weeks.
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Michael Burry, best known for predicting the 2008 financial crisis, has reportedly taken short positions against Nvidia, Tesla, Caterpillar, and the Philadelphia Semiconductor Index, betting on a 30-40% market decline by March 2027.
His argument is that the companies funding the AI buildout, including Microsoft, Amazon, Google, and Meta, have significantly underperformed the chipmakers supplying them. In his view, AI infrastructure spending is benefiting suppliers more than the companies paying for it.
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Burry also points to stretched valuations. The Philadelphia Semiconductor Index is trading about 65% above its 200-day moving average, a level last seen during the dot-com bubble. Semiconductor stocks now trade at roughly 30x forward earnings, near the top of their 15-year valuation range.
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He also argues that AI pricing power is weakening and claims hyperscalers are understating depreciation costs, which could eventually weigh on future earnings.
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Burry's conclusion is clear: he believes the AI trade has become the biggest bubble in the market.
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"We have a hot country. I think the market is going to go through the roof."
"Short sellers are getting wiped out. I never liked short guys because they're betting against the country."
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Goldman Sachs expects AI capital spending to reach $765 billion in 2026 and grow to $1.6 trillion annually by 2031, totaling $7.6 trillion over six years.
The breakdown is $5.1T for compute, $2.1T for data centers, and $358B for power.
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The report assumes Nvidia captures 75% of compute spending, making it the biggest direct beneficiary of the AI buildout. At the same time, AI data centers are becoming far more demanding, with rack power rising from 5-15 kW in traditional facilities to 500+ kW in next-generation AI factories.
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That shift also benefits infrastructure companies. Vertiv is positioned around liquid cooling and power systems, while Vistra stands to gain from rising demand for long-term nuclear power contracts needed to support AI data centers.
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Goldman's conclusion is straightforward: chips, data centers, and power are the three layers every AI deployment depends on, and capital is flowing into all of them simultaneously.
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