NVIDIA’S RECORD EARNINGS HIDING A $112B RED FLAG 🚨

Wall Street cheered. Retail FOMO’d.
But the filings tell a different story.

💰 THE $112 BILLION HEIST

Since 2018: $188B cash generated

Shareholders got $92B

$112B went to employee stock compensation

Nvidia buys back shares high, then issues new shares to insiders
➡️ Your gains diluted. Insiders enriched.

📉 MARGIN SLIP = TROUBLE

Gross margins fell from 74.6% → 73.4% in one quarter.
First drop since 2022.
If demand is “insane,” why is pricing power falling?

⚡ THE POWER CRISIS NO ONE’S PRICING IN
US adds 45 GW power per year

AI needs 250–350 GW by 2030

120–180 GW shortfall

Gas turbines sold out through 2030

Power costs rising 40% yearly

➡️ By 2027 electricity costs > chip costs

AI hits the energy wall.

🏃 SMART MONEY LEFT EARLY
SoftBank sold $5.8B before earnings

Peter Thiel exited completely

They sold before the $131B jump.
They know.

📉 MARKET SIGNALS

S&P: +0.53%

Nasdaq: +0.03%

Bitcoin: $91,234 — decoupling from tech

Rotation has begun.

🔮 WHAT’S NEXT
Centralized AI becomes uneconomical 2027–2028

Open & decentralized models catch up 2026

Distributed compute uses 12x less energy

AI isn’t the bubble — the power model is.

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#Write2Earn #Nvidia's