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[littlejohn]

Server makers may struggle to hit 10% margins

in Ai server biz,

after Oracle posted only about 14% gross

margin in their data center lease biz,

NVDA is like the mafia kingpin in Ai biz and

makes most of the gross margins,

Other companies, including Amd, make much

lower margins and are greatful for the handout

loans from NVDA,

P/E marks are way too high in the tech sector

for that reason,

Reset on pricing downward after 3rd quarter earnings

are released seems plausible,

3rd quarter starts seeing early hints of any tariff

costs pinching margins more,

Tech train should have a derail switch ahead for

the run away excess pricing now,

AMD bubble mania price rise on Wednesday is

based on hopes of OpenAi A Year From Now

getting loans from NVDA, to turn around and

then invest into AMD,



so we watch,,,LJ