I came close to adding a paragraph about that. Inevitably someone would argue that there's a difference between hype peaking and 100x future growth. Regardless

I came close to adding a paragraph about that. Inevitably someone would argue that there's a difference between hype peaking and 100x future growth. Regardless of whether that distinction is useful, the author makes some fairly specific claims about inelasticity of demand, and seems only to lack confidence regarding the timing of Nvidia's fall not its inevitability. I disagree with all of that.