this post was submitted on 29 Sep 2026
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And there it goes, money so spraying out of the circular vortex. Won’t be long now.
That's not the intended effect of a stock buyback.
In the world of High Frequency Trading, a stock buyback fucks everyone that doesn't have HFT.
The intent of a stock buyback is an alternative means of divedend distribution, by causing the stock price to rise. It also allows the company to resell those stocks it bought back later to generate revenue if, and when, it needs it. It can also use that stock to compensate employees.
Its a good move for nVidia itself. It positions itself to continue to reap the benefits of the AI bubble as it has been doing all along. It also gives it a means of survival when the bubblr bursts.
Of the companies that aren't hemorrhaging money its the hardware companies.
Personally, I'm generally favor of this move. Why?
When the bubble bursts, they can finally ditch the LLM market and go back to actual useful AI/ML & hardware.
Like, a startup my employer helped with is using AI to read biopsies and other medical imaging faster and more accurately than ever. The dataset it is trained on is enormous. Millions of images tagged only with the diagnostic information, all de-identified. A pathologist still has to sign off on it, and that pathologist is the point of accountability.
But the LLM companies need to die first. Hopefully this is a sign that the vortex is consuming the right antagonists.
The trouble with this approach is the same issue you get with nearly self-driving cars and llm-assisted code: at a certain point, the tool is good enough that the person just signs off on the results, without checking it. In the same way you can't expect someone to drive for 6 hours just staring at the road without eventually zoning out, you can't expect a doctor to keep seeing accurate results without eventually zoning out.
That's not to say there isn't a place for these, but I don't know how you dodge the "zoning-out" problem.
Technically yes, but nVidia is priced so high right now, they'd probably be selling their own stock at a loss if they sell any after the LLM bubble pops. Not a very good use of a ton of money. On the other hand, if they sell when the stock price is even higher, that's a nice profit and they can always issue another buyback if the LLM bubble does pop.
I think this is a great way to downsize expectations though. That's 150 billion they're no longer expected to pump into even more AI hardware R&D and production. So in general I agree with you that this could be a good thing.
Are you a histotech?
Edit: no. Software dude
System analyst? I work in pathology and hate it right now so I'm just curious.
Nope. software engineer/developer/programmer/webdev/ millions of names, so i just say software dude nos.
Makes sense. I do the same thing and try to keep it brief when I tell people I work in a lab.