Ladies, gentlemen, money maniacs—strap in. There’s blood in the datacenter backroom and Jensen Huang’s got a towel, a mop, and a Wall Street Journal under his arm. The old dogs are howling: “Bubble! Bubble!” like it’s 2001 and we’re all downing Jolt Cola in some WeWork squat. But let me make something crystal clear: in my day, bubbles were for champagne and bathtub parties, not for powerhouse artificial intelligence chip pushers like Nvidia. Jensen ‘The Conductor’ Huang took the mic this earnings call like a game show host with all the answers. “Bubble?” he laughed, teeth gleaming like polished tungsten credit cards. “We’re not in a bubble; we’re the bath. The entire market is soaking in us!” Murmurs ripple across the Street. Investors are clutching pearls, staring down their Bloomberg terminals, unable to decide if they should buy more stock or swim for the shore. “Is this real?” they ask, sounding like my second ex-wife when she found my offshore Macau ledger. Let me tell you what’s real, kid: Big Data is the new oil, and Nvidia’s selling the barrels, the pumps, and the fireproof overcoats. Since ChatGPT made its debut, Nvidia’s chips have become the financial equivalent of oxygen—expensive, essential, and everyone in the room wants a breath. Wall Street isn’t convinced, of course. There’s talk: “10% down, are we peaking?” No. We’re at base camp about to plant the flag on Everest, and all the Sherpas are robots powered by—you guessed it—Nvidia. You can’t buy that kind of market share, but Jensen did anyway, then bought back his own stock like an 80s Gordon prepping for yacht season. And let’s talk customers. OpenAI, CoreWeave, Musk’s latest late-night fever dream—everybody’s in on the action. Not only is Nvidia supplying the chips, they’re investing in the whole ecosystem. That’s not a conflict of interest, that’s vertical integration with a Ferrari engine. “Aren’t you just propping up your own demand?” the analysts whimper, like interns in the boardroom. Listen, the only thing propped up around here is my ego. Five hundred billion dollars in orders waiting, enough chips to tile the floors of every penthouse on Billionaires’ Row. People are lining up in the rain for GPUs like it’s the new get-rich-quick cologne by Gekko: Eau de Artificial Intelligence. Yes, some worry that this is too good to be true, but in my line of work, if you’re not nervous you’re not paying attention. And if you want guarantees, buy a toaster—don’t chase market revolutions. Is AI everywhere? Everywhere you want to be, if you have the chips. Huang’s giving the future a turbo-charged lunchbox and the market’s still hung up on old-school bubbles. Go ahead and panic if you want. I’ll be busy syncing my yacht’s autopilot to a billion-dollar Nvidia cluster and feasting on caviar-flavored stock options. You either believe, or you get left behind. And trust me, no one ever got rich betting against the guy selling shovels in a gold rush. Or, in this case, the guy selling GPUs in an AI stampede.