@BigMo NVDA's dividend will probably rise faster than inflation in the coming years. So next year there's bound to be a scoop of pistachio ice cream in there too.
@Epi Could get tight. Ice cream price inflation is significantly higher than headline inflation. A year ago, the price of pistachio ice cream also decoupled relative to normal ice cream.
@BigMo Yes, the Dubai hype has caused pistachio ice cream inflation to rise significantly. But I think it will subside now, hog cycle and all. The decisive factor will probably be the well-known relationship between AI chip inflation and pistachio inflation. If necessary, you just have to hedge with futures... 🤷
@BigMo As I said, the hog cycle will cool things down. Many farmers are now expanding their pistachio production. Next year there will be an oversupply. Good for us, I like pistachios too. 👍
