Are you ready to navigate the intricate and often opaque world of financial markets? Join us as we dissect the latest NVIDIA earnings release, the disconnection between AI's narrative and the reality of market movement, and the dampened enthusiasm from institutional desks. We take a hard look at NVIDIA's technical position weigh the implications of a stock that seems to be peaking relative to SPI.

Ever heard of CoreWeave? This company recently boasted an earnings beat and has a curious connection with NVIDIA. We dig deep into the origins of CoreWeave, the backgrounds of its founders, and their expertise in financial engineering. This episode also brings to light the potentially intriguing relationship between CoreWeave and NatSource, a company specializing in carbon credits. And let's not forget NVIDIA's past financial misconduct. We'll debate whether negative intent could be lurking within CoreWeave and NVIDIA's partnership.

Finally, listen closely as we assess the potential value of NVIDIA and the role of their Dgx Omniverse. We'll explore the demand from the top Hyperscalers in the world and wonder why NVIDIA needs a related party to grow their inventory. We also discuss the risks associated with investing in NVIDIA and explore different ways to hedge those risks. From the idea of shorting to using imperfect hedges, we'll cover it all. So gear up for an insightful journey into the world of NVIDIA, CoreWeave, and the financial markets!

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Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

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