Breakfast Bites - Crude Falls

Rise and shine everyone.

So it seems like Nvidia stole the show yet again yesterday. Jensen Huang proclaimed that the Blackwell chips are in production and that there’s “insane demand” for the chips. This morning, however, we’re seeing some selling. Probably some profit-taking, which isn’t surprising. I’d be taking some off the table as well, and putting that money to work elsewhere.

But probably not China.

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