It does remind me of “Nvidia reported record revenue of $81.6 billion for the first quarter of fiscal 2026”. Not an apples to apples comparison, but I am inclin

It does remind me of “Nvidia reported record revenue of $81.6 billion for the first quarter of fiscal 2026”. Not an apples to apples comparison, but I am inclined to read this through the ‘selling shovels is smart’ lens.