Google just reminded the world who built modern AI in the first place. With Gemini 3, chip partnerships, and surging demand for its own cloud and TPUs, it’s no longer chasing OpenAI it’s overtaking it. The market knows it too: Alphabet has added nearly $1 trillion in value since October, while SoftBank (a major OpenAI backer) and Nvidia both fell. Google’s advantage is simple it owns the data, the infrastructure, and the profits to fund innovation without begging for capital. The “AI race” isn’t over, but the real power player just woke up, and it already controls the field.
HSBC’s model on OpenAI is brutal but honest even with wild optimism, the math doesn’t work. They’ve committed nearly $290 billion in compute to Microsoft and Amazon, heading toward $620 billion a year in datacenter costs by 2030. Even if OpenAI gets 3 billion users, 10% paying, and 2% of global ad spend, there’s still a $207 billion funding hole. In plain terms, this is the AI bubble concentrated in one company massive hopes, weak cash flow. Unless contracts are quietly renegotiated, this story ends with liquidity trouble, not world domination.
Nvidia crushed expectations again and says demand for its AI chips is exploding. Quarterly sales are set to hit about 65 billion dollars compared to the market’s 62 billion estimate, sending the stock up 5 percent in after hours. CEO Jensen Huang says their Blackwell chips and cloud GPUs are completely sold out and the AI ecosystem is spreading across every industry. This calms some bubble fears, but analysts still worry that data centers may hit limits like power and land. Still, Nvidia has 500 billion dollars in chip bookings through 2026, showing AI demand is far from slowing.
1. Over-concentration risk Sixty-one percent of Nvidia’s revenue comes from just four customers. If even one slows orders, the impact will be violent.
2. Physical bottlenecks are real Power shortages, land constraints, and grid issues can delay data-center expansion. Demand on paper does not always translate to revenue in time.
3. Unsustainable capex cycles Cloud giants are extending depreciation to make earnings look smooth. If this reverses, the AI buildout might look overstated.
4. Nvidia’s own chip-rental surge They spent 26 billion renting their own chips back. That is unusual and could signal demand outstripping supply in a way that distorts true revenue quality.
5. Regulatory and geopolitical risk Export restrictions, especially to China, can hit forward bookings even if they look strong today.
6. Industry overconfidence Everyone assumes AI demand will compound endlessly. History says hype cycles always flatten at some point.
The Fed is split down the middle. At the last meeting, officials argued fiercely about whether to cut interest rates again in December or pause. Some think the economy is slowing and job losses may rise, so more cuts make sense. Others see inflation staying stubborn because of tariffs and strong pricing power, so they want to wait. The recent government shutdown delayed key data, making the debate even messier. Investors now see the December rate cut as a coin toss. Powell has the toughest job in years because no matter what he does, several officials will dissent either way.
1. The missing data problem is bigger than it looks Everyone is treating the delayed jobs and inflation data as an inconvenience. It is not. Without these numbers, the Fed is flying half blind. Markets may be underestimating how much uncertainty this introduces into December and early 2026 decisions.
2. Political pressure is creeping in Three governors appointed by Trump may oppose holding rates steady. That political alignment can shift the tone, even if officials deny it. Markets often ignore this risk until it bites.
3. Inflation dynamics may have changed structurally Tariffs, supply chain reshoring, and sticky corporate pricing power could keep inflation closer to 3 percent for years. The Fed is still arguing as if the old 2 percent world is easily achievable.
4. The labour market is giving mixed, misleading signals Companies are not hiring aggressively but also not firing. This false stability can snap suddenly if demand weakens. The risk of a sharp downturn is higher than the headline data suggests.
5. Consensus culture breaking down If December sees three or more dissents, markets will finally realise the Fed is no longer unified. A fractured Fed brings volatility because no one knows whose framework dominates.
6. Market expectations are too binary Investors keep framing December as cut or no cut. The real blind spot is what comes next the speed and depth of cuts in 2026. That path matters far more than one meeting.
Global markets are having a freakout today because the US is finally releasing a bunch of delayed economic data, and investors are on edge waiting for the latest numbers on inflation, jobs, and GDP. Will the Fed play it cool or delay those rate cuts? Tech and AI stocks are getting slammed, and it's causing a bigger sell-off across US markets. A stronger dollar and rising volatility are making investors run for cover and hide their money in safer assets. For Indian value investors eyeing US stocks and Japanese ADRs or OTCs, this chaos matters because currency swings, valuations, and global risk sentiment can shift in a heartbeat. Better be picky. 😁🫶🏼🫵🏼
"Happy Diwali to our YouTube family! May this festive season bring you endless joy, prosperity, and success. We wish you a celebration filled with light, laughter, and love." |Be Rich|
Be Rich
Google just reminded the world who built modern AI in the first place. With Gemini 3, chip partnerships, and surging demand for its own cloud and TPUs, it’s no longer chasing OpenAI it’s overtaking it. The market knows it too: Alphabet has added nearly $1 trillion in value since October, while SoftBank (a major OpenAI backer) and Nvidia both fell. Google’s advantage is simple it owns the data, the infrastructure, and the profits to fund innovation without begging for capital. The “AI race” isn’t over, but the real power player just woke up, and it already controls the field.
1 month ago | [YT] | 79
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Be Rich
HSBC’s model on OpenAI is brutal but honest even with wild optimism, the math doesn’t work. They’ve committed nearly $290 billion in compute to Microsoft and Amazon, heading toward $620 billion a year in datacenter costs by 2030. Even if OpenAI gets 3 billion users, 10% paying, and 2% of global ad spend, there’s still a $207 billion funding hole. In plain terms, this is the AI bubble concentrated in one company massive hopes, weak cash flow. Unless contracts are quietly renegotiated, this story ends with liquidity trouble, not world domination.
Agree?
1 month ago | [YT] | 39
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Be Rich
Happy Thanksgiving!
1 month ago | [YT] | 468
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Be Rich
19 November 2025 morning where we are at.
1 month ago | [YT] | 40
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Nvidia crushed expectations again and says demand for its AI chips is exploding. Quarterly sales are set to hit about 65 billion dollars compared to the market’s 62 billion estimate, sending the stock up 5 percent in after hours. CEO Jensen Huang says their Blackwell chips and cloud GPUs are completely sold out and the AI ecosystem is spreading across every industry. This calms some bubble fears, but analysts still worry that data centers may hit limits like power and land. Still, Nvidia has 500 billion dollars in chip bookings through 2026, showing AI demand is far from slowing.
1. Over-concentration risk
Sixty-one percent of Nvidia’s revenue comes from just four customers. If even one slows orders, the impact will be violent.
2. Physical bottlenecks are real
Power shortages, land constraints, and grid issues can delay data-center expansion. Demand on paper does not always translate to revenue in time.
3. Unsustainable capex cycles
Cloud giants are extending depreciation to make earnings look smooth. If this reverses, the AI buildout might look overstated.
4. Nvidia’s own chip-rental surge
They spent 26 billion renting their own chips back. That is unusual and could signal demand outstripping supply in a way that distorts true revenue quality.
5. Regulatory and geopolitical risk
Export restrictions, especially to China, can hit forward bookings even if they look strong today.
6. Industry overconfidence
Everyone assumes AI demand will compound endlessly. History says hype cycles always flatten at some point.
1 month ago | [YT] | 23
View 5 replies
Be Rich
The Fed is split down the middle. At the last meeting, officials argued fiercely about whether to cut interest rates again in December or pause. Some think the economy is slowing and job losses may rise, so more cuts make sense. Others see inflation staying stubborn because of tariffs and strong pricing power, so they want to wait. The recent government shutdown delayed key data, making the debate even messier. Investors now see the December rate cut as a coin toss. Powell has the toughest job in years because no matter what he does, several officials will dissent either way.
1. The missing data problem is bigger than it looks
Everyone is treating the delayed jobs and inflation data as an inconvenience. It is not. Without these numbers, the Fed is flying half blind. Markets may be underestimating how much uncertainty this introduces into December and early 2026 decisions.
2. Political pressure is creeping in
Three governors appointed by Trump may oppose holding rates steady. That political alignment can shift the tone, even if officials deny it. Markets often ignore this risk until it bites.
3. Inflation dynamics may have changed structurally
Tariffs, supply chain reshoring, and sticky corporate pricing power could keep inflation closer to 3 percent for years. The Fed is still arguing as if the old 2 percent world is easily achievable.
4. The labour market is giving mixed, misleading signals
Companies are not hiring aggressively but also not firing. This false stability can snap suddenly if demand weakens. The risk of a sharp downturn is higher than the headline data suggests.
5. Consensus culture breaking down
If December sees three or more dissents, markets will finally realise the Fed is no longer unified. A fractured Fed brings volatility because no one knows whose framework dominates.
6. Market expectations are too binary
Investors keep framing December as cut or no cut. The real blind spot is what comes next the speed and depth of cuts in 2026. That path matters far more than one meeting.
1 month ago | [YT] | 24
View 1 reply
Be Rich
Global markets are having a freakout today because the US is finally releasing a bunch of delayed economic data, and investors are on edge waiting for the latest numbers on inflation, jobs, and GDP. Will the Fed play it cool or delay those rate cuts? Tech and AI stocks are getting slammed, and it's causing a bigger sell-off across US markets. A stronger dollar and rising volatility are making investors run for cover and hide their money in safer assets. For Indian value investors eyeing US stocks and Japanese ADRs or OTCs, this chaos matters because currency swings, valuations, and global risk sentiment can shift in a heartbeat. Better be picky. 😁🫶🏼🫵🏼
1 month ago | [YT] | 38
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Be Rich
Should I make a video on these global companies? Which one should I break down first
1 month ago | [YT] | 5
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Be Rich
"Happy Diwali to our YouTube family! May this festive season bring you endless joy, prosperity, and success. We wish you a celebration filled with light, laughter, and love." |Be Rich|
2 months ago | [YT] | 68
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Be Rich
HAPPY GANDHI JAYANTI | Be Rich
3 months ago | [YT] | 27
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