NVDA/long
State-level data center bans are performative — they redirect AI buildout, not stop it, keeping GPU demand untouched.
This is the intellectual version of a COVID Mask. You may think you're doing something smart but you're not.
Peak+1.4%
Chamath mocks NY's data center moratorium as ineffective "COVID Mask" policy — routed as a long NVDA perp thesis: state-level bans redirect but don't stop AI buildout, and Nvidia supplies the GPUs wherever the data centers get built.
originalThis is the intellectual version of a COVID Mask. You may think you're doing something smart but you're not.