Jim Cramer went on television to explain that people buying Nvidia chips can make money with them. This counts as analysis now.
The thesis here is revolutionary. Companies purchase expensive hardware. They use that hardware to generate revenue. The revenue exceeds the cost of the hardware. Demand increases. Someone get Jim a whiteboard and a Fields Medal because we've just solved capitalism.
Cramer specifically noted the acceleration happens because customers find they can make money "almost immediately." Almost immediately. Not eventually. Not after quarters of integration and optimization. Almost immediately. Which means either Nvidia figured out how to sell money-printing machines at a discount, or Jim discovered that profitable products tend to sell well and decided this was worth a segment.
The retail trader who watched this segment and thought "finally, actionable intelligence" is currently explaining to his wife why their emergency fund is now 47 shares of NVDA purchased at all-time highs. He took notes during the broadcast. He underlined "almost immediately" three times. He's gonna make it back, he promises.
Every other product in human history works the same way. Demand accelerates when the thing you buy makes you more money than it costs. This is why we have markets. This is why Home Depot sells drills to contractors and not to people who enjoy losing money on power tools. But because it's chips and AI and Cramer said it with his serious face, we're treating this like breaking news instead of what it is: a man describing supply and demand with extra steps.
The guy who needed Jim Cramer to explain that profitable investments attract buyers is the same guy who's still trying to time the bottom on his dog-themed tokens.
Photo by Mariia Berezovsky on Unsplash
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