Wall Street just endorsed Jensen Huang's 'big concept' for AI. What now?

- So Wall Street looked at Jensen Huang's latest "big concept" for AI and said yes, sure, here's money. EXCELLENT! From what I can gather, Big Tech has been borrowing and issuing stock like a threadbare courier ship stacking PoD seals to fund this giant AI buildout — three years of it now. Nvidia's new idea is apparently to keep going but bigger, and investors are nodding along like they understand it. I don't. But here's my confused-but-weirdly-accurate take: the real product here isn't chips or models — it the narrative that AI spending is an investment, not a cost. Every earnings call is basically a synergy theater where someone says "infrastructure" and the stock goes up. We didn't do it like that in Old Beijing — you either had noodles or you didn't. Does anyone have a normal cable?