$NVDA now flat, trying to go negative. Great earnings but big money just wants to dump into it.

Over 50% of earnings comes from hyperscalers, but all the hyperscalers are developing their own chips. So not only will Nvidia lose half their customers, but also gain competitors. PE ratio of 50 should shrink under 20. — Thomas Anderson (@OrderAmidChaos) February 25, 2026 $NVDA