The Inversion Investor

The Inversion Investor

Jen-Hsun Huang Is No Patriot

Peter Pham's avatar
Peter Pham
Nov 01, 2025
∙ Paid

Imagine a country selling soy to a nation addicted to soy. The head of Treasury grows the soy to sell the soy. All so they can buy “not-so-rare earths” from a government that shut down its own refining capacity through self-inflicted sanctions.

While, NVDA can play both sides and tell you that he’s a patriot while trying to be cool in leather jackets.

LM…

User's avatar

Continue reading this post for free, courtesy of Peter Pham.

Or purchase a paid subscription.
© 2026 Phoenix Global Wealth Management · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture