Sell NVDA by Oct 19, 2026.

Apologies for the stream of consciousness. It's almost 3AM and I've been benchmarking LLMs for the past 8 hours: Back when DeepSeek R1 came out, we saw the market react to the realization that a viable LLM doesn't need to be trained on the volume of cutting edge nVidia hardware you can only get on the white market. R1 was good. It wasn't the best, but it was a wake-up call for the west... that rhyme was not intentional... Over …