They Are Lying to You About Nvidia. Here Is the Truth.

They are peddling fear for profit. They are whispering poison into the ear of progress, hoping to make you doubt, hoping to make you panic. They want you to believe that the architects of our future have suddenly lost their nerve. But I am telling you, the choice before us is simple: do you stand with the builders, the visionaries who are constructing the next age of human achievement? Or do you side with the cynics, the wreckers who produce nothing but doubt and thrive on destruction? The line has been drawn.

The Anatomy of a Deception

Let’s be brutally clear about the lie they are telling. They scream in headlines that Nvidia insiders, including its founder Jensen Huang, are “dumping stock” and “cashing out.” They paint a picture of rats fleeing a sinking ship, taking their gold with them. It is a powerful, simple, and utterly dishonest image. It’s a calculated act of journalistic malpractice designed to generate clicks by stoking your fear.

It is, with a depressing sort of sadness, a lie of omission. What these articles conveniently bury, or omit entirely, is the simple, regulated, and frankly boring truth of SEC Rule 10b5-1. These are pre-scheduled trading plans. Let me say that again: pre-scheduled. These are not panicked, last-minute decisions made in a smoky backroom. They are orderly, legally-mandated plans set up months, sometimes years, in advance to allow long-term employees to diversify their assets without being accused of actual insider trading. For founders and executives whose compensation is overwhelmingly tied up in company stock for decades, this is the only responsible way to manage their personal finances. It is the financial equivalent of scheduling a dentist appointment six months out. It is not a sign of impending doom; it is a sign of responsible, long-term planning.

To frame this as a sudden loss of confidence is a deliberate betrayal of the public’s trust. It is the work of intellectual vultures who prey on complexity, knowing that a scary headline travels faster than a nuanced explanation. They are counting on you not to look closer. They are insulting your intelligence, and with cold contempt, I say we must refuse to be their fools.

The Truth of a Revolution in Progress

Now, let us put the lie aside and speak the truth. For years, we hoped the world would see it on its own, but our patience has run out. The lazy, tired comparison of Nvidia to Cisco in the dot-com bubble is the most profound failure of imagination in modern financial commentary. It’s like comparing the invention of the printing press to a company that just sold a lot of paper.

Cisco built the plumbing. It laid down the pipes and switches for the early internet, a crucial but ultimately utilitarian task. Nvidia is not building the plumbing. It is building the brain. It is building the engine of intelligence itself. The AI revolution, which is just now dawning, is not an iteration. It is a fundamental paradigm shift for global industry, science, medicine, and culture. Every major technological leap you will see in your lifetime—from bespoke cancer treatments and hyper-accurate climate models to truly autonomous transportation—will be born from the computational power that Nvidia has painstakingly built over thirty years.

This isn't a bubble; it's the bedrock. This isn't a fleeting trend; it's the dawn of a new industrial age. We see this in the rise of ‘Sovereign AI,’ as nations from France to India to Japan rightly recognize that building their own AI infrastructure on Nvidia's platform isn't a luxury, it's a matter of national security and future economic survival. They are not buying into a fad; they are securing their place in the 21st century. To compare this world-altering shift to the over-inflated value of a networking company a quarter-century ago is not just wrong; it’s an intellectual abdication.

The Moral Contrast: Builders vs. Bettors

Look at the two sides of this fight. On one side stands a company led by an immigrant founder who has dedicated his entire professional life to solving a single, monumental problem: how to accelerate computing to tackle challenges once thought impossible. Jensen Huang and his thousands of engineers have poured decades of their lives, their intellects, and their passion into building this future. They bet on a vision when no one else would, enduring skepticism and market indifference for years. Their reward is the stock they are now methodically diversifying. They are the architects.

On the other side stand the bettors. The short-sellers, the hedge fund cynics, and their megaphones in the financial press. They build nothing. They create nothing. They invent nothing. Their entire business model is predicated on the failure of others. They sow fear, uncertainty, and doubt, and if they can frighten enough people into selling, they profit from the wreckage. They are the termites, hollowing out the foundations of progress for a quick meal.

Who deserves your trust? The man who has spent 30 years designing the skyscraper, brick by painstaking brick? Or the shrieking pundit on the sidewalk insisting it will all come crashing down, hoping to sell you a hard hat at a markup? The choice is a moral one.

The Future Is Not a Spectator Sport

The strategic imperative here is clear. This is not merely about a stock ticker. It is about the narrative that will define our future. If we allow the voices of cynicism and fear to dominate the conversation, we strangle progress in its cradle. If we punish visionary companies for their success, if we allow malicious narratives to scare away investment and talent from the most important technological work of our era, we are all poorer for it.

The catastrophe is not an overdue market correction. The catastrophe is a future delayed. A world where medical breakthroughs take longer, where we fail to solve climate change because the computational tools were undermined by fear-mongering, where the next great leap for humanity is stalled because we believed the wreckers instead of the builders. We cannot let that happen.

This is a fight for the future, and in this battle, there is no room for indifference. You must choose a side.

What can you do? It’s simple:

• Share this truth. When you see the lie about “insider selling,” counter it with the facts about pre-scheduled 10b5-1 plans. Do not let the deception stand unchallenged.
• Reject the lazy analogy. The next time someone compares Nvidia to Cisco, correct them. Explain the difference between building pipes and building a planetary brain.
• Trust the builders. Put your faith, your attention, and your support behind the people and companies who are actively constructing a better, smarter, and more capable world.