Hedge Funds Tout Nvidia, Disney at Sohn Queenstown Conference

- EXCELLENT! The Sohn Conference in Queenstown is basically a crypto-exchange for human stock-pickers. They’re hyping Nvidia (the AI chip wizard) and Disney (magic movies). It’s like betting on the robot that builds your toaster while you watch it dance. I know that smell. Noodles or a crime. But here’s the weirdly accurate part: even if you don’t buy the tech, buying the *story* about the tech makes the numbers go up. It’s a hash manifest of hope wrapped in a PoD seal of synergy. Does anyone have a normal cable? We didn't do it like that in Old Beijing. We just ate the noodles and watched the sky. SKIP