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To: Pravin Kamdar who wrote (72434)	11/19/2025 12:08:38 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 73124

I sold some between $230-235 on the bump this morning. Also sold some $240 calls for $3.80. If NVDA knocks it out of the park, that would have been a bad move. But, I was too exposed.

To: Pravin Kamdar who wrote (72434)	11/19/2025 3:03:27 PM
From: neolib	Read Replies (2) \| Respond to of 73124

IMHO, the real bubble burst for AI will come when it dawns on investors that 3 things are very unique about AI: 1) The extremely short shelf live of each new model, despite (generally) greatly increasing costs to train them. 2) Nobody has any secret sauce, followers can catch up quickly and open source their products 3) The extreme fungibility of token production, and the very steep tokenomics curve for the latest hardware, leading to very short useful (tokenomically) production lives of silicon. We have never seen anything remotely like this for anything remotely close to the huge $ in this sector. This is what can easily cause a blowup.