The Rundown Nvidia Sees Huge Demand in China, Warren Buffett Calls It a Career
Dec 31, 2025
Nvidia is ramping up production of its H200 chips due to skyrocketing demand from China. Warner Bros. Discovery is rejecting Paramount's revised takeover bid, setting the stage for a potential corporate showdown. Nike's stock saw a boost thanks to insider buying, while Rivian's shares dipped following CEO stock sales. In other news, Warren Buffett officially retires, marking the end of an extraordinary investing era that began in 1965.
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Silver's Year-End Roller Coaster
- Year-end trading is thin, yet silver saw extreme volatility, briefly jumping from $71 to $77 and back within a day.
- Zaid Admani teases a weekend deep dive on silver due to its unusual moves.
Podcast Growth Tied To Listener Support
- The Rundown podcast expanded in 2025 with video episodes and more interviews, which the host credits to listener support.
- Zaid Admani links the show's growth to the broader bull market and listener engagement.
China Demand Could Redefine NVIDIA's 2026
- NVIDIA faces demand for 2 million H200 chips from China versus 700,000 on hand, forcing a production ramp with TSMC in Q2 2026.
- The chips are ~6x faster and priced ~15% below gray-market options, creating strong commercial pull despite regulatory and national-security debates.