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“Nvidia’s growth is why the bubble is inflated,” Zitron said. “If their growth goes down, the bubble will burst.”
He also warned of broader consequences: “I think there’s a depression coming. I think once the markets work out that tech doesn’t grow forever, they’re gonna flush the toilet aggressively on Silicon Valley.” This connects to his larger thesis: that the tech industry has run out of genuine hyper-growth opportunities and is trying to manufacture one…
