Kakashii
@kakashiii111
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Attorney | Due Diligence and Red Flags | Semiconductors and the Magnificent 7 | Geo-Politics and Technology focusing on China | [email protected]
Far Far Away
Joined August 2020
"You don't have to tell me how good a stock is," my clients will often tell me."There are a dozen analysts out there who will do that. We are blitzkrieged with all the positive stuff. What we want from you is another view, an indication that perhaps the others are wrong.".
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This market amazes me that these rulings were already priced in. But yeah, let's celebrate with a 6% candle, like it was never priced in.
GOOGLE WILL NOT HAVE TO SELL OFF CHROME, JUDGE IN ONLINE SEARCH MONOPOLY CASE RULES. GOOGLE WILL NOT HAVE TO SELL OFF ANDROID OPERATING SYSTEM, JUDGE RULES. GOOGLE NOT REQUIRED TO CEASE PAYMENTS TO APPLE, OTHERS FOR PRELOADING GOOGLE PRODUCTS, JUDGE RULES.
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Nvidia, of course you have enough H100/H200.
Nvidia's finished goods increased by 270% QoQ. If demand is so high, shouldn't customers be fighting for GPUs especially since they’re ready for shipping?
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Meaning = they still have inventory of H2O, which they didn’t write off, and hopefully they will be able to get rid of it.
$NVDA - NVIDIA CORP - SELLING H20 HAS NO IMPACT ON OUR ABILITY TO SUPPLY OTHER NVIDIA PRODUCTS. NVIDIA: RUMOR THAT H20 REDUCED SUPPLY OF EITHER H100/H200 OR BLACKWELL IS ALSO CATEGORICALLY FALSE.
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"Secretive hedge fund".
How secretive hedge fund Magnetar went all in on AI
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Why, for the first time this quarter, did Nvidia decide to stop breaking out Purchase Obligations into categories such as inventory purchases, long-term supply and capacity obligations, and other non-inventory purchase obligations, including their cloud credit agreements?
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RT @kashyap286: Quarterly $NVDA Update. Part I: Off-balance sheet obligations. In their latest quarterly, Nvidia has made a subtle but sign….
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RT @thejobchick: The Big Short wasn’t about 2008. It was about every earnings call you’re watching right now. 2006: lenders bragged about….
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RT @faizsays: New: Tesla said it didn't have critical data in a fatal crash. Then a hacker found it. "For any reasonable person, it was obv….
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RT @Mojo_flyin: 🚨Interesting that $NVDA has stopped reporting in Q2 how much they are circling back to their CSP customers by writing them….
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Grok with pretty accurate explaination.
@Byronn4561 @Ross__Hendricks @matt59606024 Microsoft provides OpenAI with Azure cloud credits as part of their partnership. OpenAI uses these to run its AI operations, generating "revenue" for Microsoft from this usage. However, OpenAI is losing billions annually, so it's like Microsoft is indirectly funding OpenAI's.
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In this earnings report, we saw a continuation of Nvidia’s early revenue recognition practices, which have been in use for over a year and which I’ve written about several times. As long as the music keeps playing, Nvidia can roll and play with orders, recognizing them whenever.
Sketch out Nvidia's price-to-free cash flow on the back of a napkin and you're at 42.4x, minimum.
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When it starts to sound like nonsense, you know we are approaching the final stage.
$NVDA is projecting ~10% of the entire M2 money supply and about 6x the cash on hand for $MSFT $AMZN $META $AAPL $GOOGL being spent on data center capex in the next 3 years. So let me get this straight, MAG7 is going to take on leverage to build data centers?
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Nvidia's finished goods increased by 270% QoQ. If demand is so high, shouldn't customers be fighting for GPUs especially since they’re ready for shipping?
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“Is willing to give the U.S. a cut of Blackwell China sales” while threating go to litigation. Classic two-sided coin, Jensen. Whatever works for the algos.
NVIDIA IN TALKS WITH US TO SELL BLACKWELL AI CHIP TO CHINA & $NVDA IS WILLING TO GIVE U.S. CUT OF BLACKWELL CHINA SALES: FOX
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RT @calvinfroedge: There is a material deviation between $NVDA income statement and cash flow statement and not in a good way. The income….
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RT @SpecialSitsNews: $nvda plunge protection team. $NVDA - JPMorgan Raises target price to $215 from $170.$NVDA - Rosenblatt Raises target….
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RT @Ross__Hendricks: Last night, $NVDA CEO Jensen Huang predicted AI capex will soon hit $1 trillion per year. Why? That's the pace needed….
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