Sell NVDA by Nov 20, 2026.

To preface, these are my own thoughts based on my experience in the industy. No AI was used in the research or writing of this post. Also, your downvotes are part of the thesis, it's the "AI Psychosis" part. Coming from the perspective of a former Azure Engineer with both AI and datacenter experience, I don't see a reality where Anthropic or OpenAI succeed. The consensus both AI and Datacenters is quickly souring among tech professionals, particularly with the Software …