3 months ago, in the article “CHEF’S TABLE: NVIDIA,” I already highlighted how Nvidia’s sophistication in cooking its books reached a remarkably high level. At that time, thanks to fresh disclosure in its report, not only did we manage to figure out the whole structure Nvidia, with the support of…
Category:Daily
Daily post about finance and breaking news
COREWEAVE: A FRAUD HIDING IN PLAIN SIGHT
The first time I talked about CoreWeave was more than one year ago in “IS MAGNETAR CAPITAL BLOWING AIR INTO THE NVIDIA (PONZI) SCHEME SO THEY CAN BET ON ITS IMPLOSION?” when I described how the hedge fund Magnetar Capital’s investment in CoreWeave had many similarities with the strategy they…
HOW COME THE HIGHER SOFTBANK’S SHARE PRICE GOES, THE BIGGER THE HOLE IN ITS BOOKS?
SoftBank just reported its financial earnings for the quarter ended on the 30th of June, and as I am writing, its shares are trading 10% higher on the day to a fresh all-time high. 3 months ago, I wrote “SOFTBANK GOES ALL IN ON AI WITH THE LITTLE MONEY IT…
WHY, INSTEAD OF FIXING US PROBLEMS, FED RATE CUTS WILL WORSEN THEM
Exactly one year ago, a parade of “experts” was making the rounds on various popular TV networks advocating for a 75 basis point emergency FED rate cut to troubleshoot the crisis in the global JPY carry trade scheme. At that time, traders in the futures market priced a 60% probability…