Nobody Special
@JG_Nuke
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Financial News and Independent Investigative Reporting. MelonHead. Rando. https://t.co/lJLrHd8Ovk
The North
Joined December 2008
Question: why rent your chips from your own customers for more money than you sold them for?. Obvious Answer to anyone who isn't an imbecile or a dirtbag stock promoter: to inflate your own sales.
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šæ $CRWV and Magnetar insiders dumping stock on a daily basis. Nobody saw that coming.
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The floor is price discovery
Goldman Sachs: āPE firms canāt exit their investments? We can helpā. Raises $25B across two funds. Not to help them exit, but to help them avoid exiting. Sometimes the solution is the problem.
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Evergrande still hasnāt sold any substantial assets and the losses are still piling up at Country Garden. The worst is still far from over for Chinese real estate.
China's Commercial Real Estate Crisis Worsens . Developer Country Garden Reports a $2.7 Billion Loss for first half of the year . ". The Foshan-based developer reported a loss of 19.08 billion yuan ($2.7 billion) for the six months ended June 30, according to an exchange filing
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After exhaustive research, science has discovered that AI is every bit as capable of fuqing up your order as that lady who answers the phone at Magic Wok.
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A few trilly in capex later, letās check in on progressā¦.#AiMania.
āThe most transformative technology in over a century may have finally found its limit: ordering tacos.ā šš¼
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The red zone hits different when youāve got live TD odds on the line. Bet on an Anytime TD SGPs as they happen on FanDuel!.
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Wait, I've seen this one before in the grocery store. Be careful not to validate the behavior.
In China, a robot experiencing a software glitch lost control and had a panic attack.
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You can't grow your way out of debt when the growth itself is debt.
The thing is US GDP "growth" is all deficit spending . In fact the deficit is actually larger in nominal terms than "growth" in nominal terms . GDP is fake.
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Nvidia Datacenter Revenue Disappoints, Market Doesn't Seem to Care
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"No china sales"
Nvidiaās revenue from Singapore keeps breaking ATH, reaching $10.1B in sales this quarter. It ranks second after the U.S., and just behind Taiwan. Nvidiaās YTD revenue from Singapore is approaching $20B. It has become quite popular to buy GPUs from Singapore-based entities
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Palantir CEO Alex Karp takes the stage at AIPCon 8 and outlines what Silicon Valley has gotten wrong about LLMs.
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$NVDA narrow miss on datacenter revenue, its most important category. I donāt know if this is a bubble burster, but it sure AF isnāt good.
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Power prices are skyrocketing as hundreds of billions in Capex is burned on a technology that thus far has a 95% failure rate in generating any positive return for it's customers. History will mock Wall St for celebrating the worst capital destruction in history. #AiMania
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