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“The biggest AI chip buyer is warehousing GPUs it cannot even plug in and already killing off outside AI tools, a sign the demand boom is hollow.”
Source
Cassandra UnchainedSource“The Heretic’s Guide to AI’s Stars Part III: Trac…”00:00
“Microsoft pulled forward inventory it does not really need. It takes delivery even though builds are slowing and power shortages are biting so as to keep its priority spot as a customer of NVIDIA for the next generation chip. Just slot them into CIP (drop them on the warehouse floor) where they do no harm”
Performance
Entry$420.55
Current$390.53
Since call+7.14%
Confidence72%
How this was scored
Entry$420.55May 22, 2026 · 12:00 UTC · paste.trade
Resolution$390.49Jul 4, 2026 · 01:57 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 4, 2026 · 01:57 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.