Ed Dowd and Dave Collum #1492

Michael Farris (0:00)

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Ed, Dave, thank you so much for doing this. This is our second episode in a row with Dave, and he'll be back on tomorrow with Luke Roman. So for people that were worried that they hadn't seen Dave for the month of October, we're making up for it in November. So thank you both for doing this. And I thought we would, let's just start off with the Jensen Huang and the side salad that he got busted with over the weekend.

Who wants to start? Ed, you want to start?

Ed Dowd (1:42)

I mean, I think this has been out there for a while.

And what I find interesting is the timing of it, post midterms, right before the Nvidia earnings. It's been known that Nvidia has been kind of a mafia mob boss when it comes to their chips. There's been a lot of reports that they forced all the buyers to buy exclusively from them because they give financing.

And Jensen is clearly because he's about selling chips. He's a pick and shovel guy for the AI gold rush. He wants to sell as many chips as possible, so he's pro open source. So I think the deep state probably doesn't want to open source. They want to control the AI eventually, and they don't want people to have access to cheaper models. So I think it's very suspicious this is all coming out now, in my humble opinion. I mean, I think it was there. And I'm not saying Jensen should get off the hook, but I'm always about timing, and the timing is interesting.

Dave Collum (2:51)

What would the the Chinese spy get that they couldn't get anyways? What would be the type of... To me, it's just you made reference to Elon saying that if you're dealing with the 10, she's a Psyop, which I think makes total sense, which by the way, I think one of the things that Epstein trafficked in was privacy, so that people who could never trust a hot chick who was hitting on him, Epstein provided them hot chicks who would not open their mouths.

So, but what would a Chinese spy get?

Ed Dowd (3:31)

Well, she was a customer, so that's coming out now that she was getting chips into some phony shell company and who knows, but if she was just a woman, it'd be one thing, but she was a client. So it's going to get weird, fast. Okay.

Dave Collum (3:50)

So the wang bang jokes are going to continue, is what you're saying?

Ed Dowd (3:53)

Yeah, they're going to continue.

That'll be fun. Look, I put out a post yesterday. There's a meme out there that a man can solve 99% of his problems if he controls his stomach, his tongue and his deck. Jensen didn't control his deck, so he's got a lot of trouble.

Dave Collum (4:16)

He has a long history of being a dark bastard too, right? He's not exactly Lily White with respect to his past dealings.

Ed Dowd (4:25)

Anybody that's got history on Wall Street knows he's kind of a scumbag during the semi-cycles. He always over-hypes.

That's kind of, I mean, it's a running joke in semi-circles. You know, and I used to be a tech analyst, and he's just full of shit. That's always been the case.

Dave Collum (4:46)

That dares it down to the guys in that world. I'll be glad if I can open up Yahoo! Finance and not see his face.

And I don't want to see his dick either.

Ed Dowd (5:01)

But this is just a classic tale of hubris, and you know, more a man, his worst enemy obviously was himself.