Nvidia's stock rose 18%+ over the past 10 days, its longest winning streak since 2023; Jensen Huang said in March that Nvidia has $1T of GPU orders through 2027
But where are those orders going? — There's not enough data centers for them to be put in. — And by the time those are built, the GPUs being sold now will be obselete. — Total house of cards waiting to fall. [embedded post]