[SMCI — The Nuclear Nothing Burger That Can Expose Nvidia Shenanigans](https://justdario.com/2024/09/smci-the-nuclear-nothing-burger-that-can-expose-nvidia-shenanigans/)
This “nothing burger” detonated on Oct. 30 with a sharp drop in SMCI. It is still dropping.
[OpenAI Is Microsoft’s Revenues Laundromat](https://justdario.com/2024/10/the-smoking-gun-that-proves-how-openai-is-microsofts-revenues-laundromat/)
MSFT already took a drop on Oct. 31.
[GPU Oversupply Is Already Here](https://justdario.com/2024/10/gpus-oversupply-is-already-here-how-asmls-mistake-exposed-nvidias-castle-of-lies/)
NVidia is lying about high demand for its products. GPU rental prices have already dropped.
The big player is NVDA. It has declined over the past week, but that’s nothing compared to how over inflated it is. When NVDA drops it could take the stock market with it. MSFT’s drop already made a dent in the major indexes.
