《Is the Big Tech AI Spending War History's Biggest Capital Trap? | Chris Bloomstran》
因估值原因看空 NVDA，认为 58% 的净利润率不可持续。
我们没有任何直接投资，只有一笔非常小的 Nvidia 空头头寸，这完全是基于估值，以及我认为他们无法维持 58% 的净利润率这一想法，尤其是随着事态的发展，不过，作为一个用户来说。
We don't have any direct investments except for a very small short position in Nvidia, which is based solely on valuation, and the idea that I do n't think they are able to maintain a net profit margin of 58%, especially as this has evolved , but you know, as a user.