Nvidia, Guess Who Holds the MASTER CHIP!

Nvidia, chip grabbed by ‘cookie monster’ or Mastermind? ☺ Yep, I squared the circle!

Jensen, is there ‘Honor Among Thieves and Alliances’? Find out in “Facebook’s Calibra and Libra – “Mastercoins” and the “Circle of Trust”? My 2019 paper is priceless!

“I’ll trade you these gold “Mastercoins” for your ruby ring,” I asked my friend in Fourth grade. We swapped – she ate the chocolates and I wore the ruby.

As a child, I saw trading baseball cards was stats-based, basically swapping one player’s card for another. I soon figured out that there were other items that could be exchanged based on their perceived value turning them into “high value assets.” 

I masterminded and kept pushing the idea that some “gold” colored foil wrapped chocolate coins were rare, “Mastercoins.” How?  I purchased large quantities of these “gold” coins. Then I publicly traded my bike for 10 Mastercoins amongst my “circle of friends.”

In time, I expanded my circle of friends to other neighborhoods. Then, some in my circle of friends broke the “circle of trust” by pocketing others’ coins mixing them with the Mastercoins.

Outsiders and some in my circle of friends…developed a network of platforms whereby they could trade their “dirty” coins for Mastercoins to buy real “high value assets.”

Nvidia, now who possesses the Master ‘interconnected’ Chip? Appears, it all starts with a mastermind and developing a network. Hear ‘limited supply’ of your chip?

Or, was it too infiltrated as communication devices in Middle East? Jensen, it’s ‘tense’ alright. Gotta compete with China and so you outsource to lowest bidders. India experts to expensive?

Not sure if you played baseball as a kid, but sure looks like you got played a curve ball. But tells us your greatness, how will you create a chip of ‘greatness’ if you have a ‘design flaw’?

Challenging? Recall Chinese warnings of a “neutered version of the chip”? No worries, hear chip from your ‘Kissing Cousin’ will be out in 2026.

AMD’s chip, by contrast was “too powerful despite being weaker than what the company sells outside China.” Of course, there is a reason it’s called Advanced Micro Devices.

Microsoft, supply chain compromised, or like Blackwell, “AI PCs” made promises they can’t keep?

Pentagone, what say you? Appears you’re spreading your odds on a ‘military grade’ chip across several states. Not ready to take a chance? As I noted previously, seems that as long as it’s on U.S. land, don’t matter who the fuck makes it.

In Stimson, a “Request for Solutions,” highlights “the United States currently has no onshore access to foundry technology capable of meeting the Department of Defense’s (DoD) long-term leading-edge microelectronics manufacturing needs.”  

Betting Against the House of the Dragon

Nvidia, what happened to your excitement? ‘March Madness’ to Summer Sadness? 

Jen, word on The Street is that you said “People know that I’d rather torture them into greatness,” said Huang. ‘And I think coaches that really believe in their team torture them into greatness.”

Jen, this idea of working seven days a week doesn’t jibe with still ‘trying to do the best we can.” Damn, even China says you’re engaged in ‘forced labor.’

Picture a Casino – House and the Gambler. House sees her profits exponentially increasing as more and more modernized play tables and slot machines are brought into the Casino bringing more and more people.

Gambler, after spending time in the House may win, but given enough time his good luck will run out and at the worst possible time, playing his last chip. Intel, still playing?

Looks like you’ll soon join CEOs who overpromised and under delivered – car makers betting on electric 🙂

Matter of time before you join ‘rocket’ men and jump into the Well of Black holes.  

Da Node “Big Kahuna”?

She who holds advanced chip patents holds the power. And who has held the most? No, not Taiwan. As my Sensei reminds me, Japan has held this honor for almost a century.

But now, the real “big kahuna,” is she who holds the special foundry of coin and chipmakers, the power of pure-play. As it stands, Taiwan and China have taken the lead.

Indeed, July and August came with delays, outages, launching and landing failures for those playing with chips, software, and rockets.  Hmm, systems crash?

I once said to Zuckerberg, it appears you’ve succeeded in your goal to build across all platforms.

Jensen, you have not. Miscalculations made: Competition ≠ Security making building within systems and networks (outdated or not) inane, tricky, and costly, even with expertise and intact supply link. Just ask the ‘Update’ experts.

You see, when baking cookies, one needs the basics: flour, butter and sugar. Sure, you can top them with the tastiest chocolate chips or colorful ‘AI’ sprinkles but without baking soda, they won’t rise and you’ll be left with flat cookies. Think of the special ingredient in ‘Master Coins’ as baking soda for ‘advanced’ chips.

So who is the “Big Kahuna?” The MASTER CHIP Mastermind!

Jen, got ‘access’ to Azure, Alphabet, Meta, Oracle, IBM, Mitsui, OpenAI, Tesla, Palantir, Pentagone…

Betcha can’t open the ORACLE and bet once more against the HOUSE?

 I’ll trade you my gold ‘Master Coins’ and ‘Master Chips’! Trust me, I “mined” them myself. 🙂