Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian
Episode publishedPodcast: The Delphi PodcastThe Delphi Podcast
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You're now plugged in to the Delphi podcast. Hey, everyone. Welcome back to the Delphi podcast. It's Tommy, your main host, and I'm joined by Ponderin Durian from Delphi Research. And today we have Jeff Emanuel, who is the founder and CEO of Pastel Network. Jeff is also the author of the very viral, the short case for NVIDIA stock, which came out on January 25th. Probably the best read that I've read in a long time. Thank you. Yeah. Just the whole bull case, the bear case, AI chips, infra, deep seek, the whole 9 yards. After your article came out, NVIDIA, went down around 20%, which in crypto
for having me. Appreciate it. Sure. Pondering.
Good to see you.
Yeah. Glad glad to be here. It's not every day you get to see, someone that's responsible for taking 100 of 1,000,000,000 of dollars of, market cap off of Apparently,
it's close to 2,000,000,000,000 In
fact, Jim.
If you take every stock. I mean, just Nvidia was 600 +10000000. That's, like, more than Elon is worth. Like, it's so insane. It's, like, so absurd. Yeah.
Jack.
Kinda tells you just how frothy things have gotten. Yeah.
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