While everyone’s attention is polarized by anything involving the peace negotiations between Iran and the US, negotiations that, to be fair, have been more like a “these are my requests, take it or leave it” from Iran and “Ok ok, we take it” from the US, the JPY has been…
Category:Daily
Daily post about finance and breaking news
HAS THE NVIDIA CASH COW STOPPED PRODUCING MILK?
This is what I wrote about 3 weeks ago in “NVIDIA IS NOW VERY CLOSE TO HITTING THE CIRCULAR FINANCING BRICK WALL”: “Personally, I would not even be shocked if, in several months, Nvidia surprises the market and tries to raise significant amounts of debt via bond issuances, like other…
THE UNHAPPY ENDING OF THE WHOLE AI DREAM
While I was waiting for Oracle numbers, a very interesting headline came out: “China plans $295bn state-directed AI buildout as Beijing moves to lock out Nvidia and AMD”. This is what I wrote about 8 months ago in “THE DATA CENTERS FRENZY WILL BE REMEMBERED AS THE LARGEST WASTE OF…
ALPHABET EQUITY RAISE: A BOLD MOVE OR A GIANT MISTAKE?
On Monday, after US markets closed, Alphabet (the parent company of Google) issued a press release that took investors by surprise (to say the least): “Alphabet Announces Proposed $80 Billion Equity Capital Raise to Expand AI Infrastructure and Compute.” On the surface, Alphabet claims that, despite sitting on almost $127…