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Aug 27, 2026
Market-cap growth has fallen from 169% to 41% to 16% in three years. Capex just outran the cash flow that funds it. This is what a pivot looks like from the inside.
Aug 26, 2026
Nvidia is no longer just the company that sells GPUs and graphics cards. It is becoming the money printer — the collateralized center of a massive, self-reinforcing pool of value.