Here we are with another episode of the NVIDIA saga when I thought we already brought to light all that was possible, but I was wrong. One important thing to highlight is that in its latest 10-Q NVIDIA did quite a good deal of “cleaning”. What am I referring to?…
Category:Financial Analysis
“HYPERSCALERS” OR “HYPERCHEATERS”? – ADDING HINDENBURG PIECE TO THE BIG PONZI PUZZLE WE HAVE BEEN PUTTING TOGETHER TILL NOW WHILE WAITING FOR NVIDIA EARNINGS
As as soon as Hindenburg Research’s (a famous short-selling hedge fund) piece “Super Micro: Fresh Evidence Of Accounting Manipulation, Sibling Self-Dealing And Sanctions Evasion At This AI High Flyer” was published I started to be flooded with notifications about it and when I picked up my phone, I have to…
HOW COULD JAPAN RECOVER SO FAST FROM THE WORST CRASH SINCE 1987? THANKS TO ITS GPIF “ANGEL”
No person can pretend to know everything; it is simply not humanly possible. If anyone claims to do so, more often than not, they actually know little in reality. Personally, I use an investigative approach in everything I do, most of all to fill the gaps in my ignorance. This…
IF JPY CARRY TRADE TROUBLES SPOIL THE UPCOMING NVIDIA PARTY, GET READY FOR A SPIKE IN VOLATILITY
From a fundamental perspective, no matter from which angle you look at it, NVIDIA should be nowhere near its current price for a number of reasons, most of which are shady, to say the least, we discussed so far: However, here we are with a 3 trillion-plus market cap stock…
DEAR BOJ, WHAT’S THIS SOUND ABOUT? “TIC TOC TIC TOC”
On 14 October 2008, the BOJ entered the bailout arena in full force with its “Introduction of Measures regarding Money Market Operations to Ensure Stability in Financial Markets.” Among the four “temporary” initiatives announced, the last one was the most crucial one… and remains the most crucial one today. “Expansion…
MICROSOFT REVENUES “ROUND TRIPPING” PONZI SCHEME IS NOW TOO BIG TO HIDE – THE TRUTH FROM THE CASH FLOWS
Wow, what a great quarter and great 2024 for #Microsoft, every business (except devices) is growing its revenues and the sun couldn’t be brighter on Redmond, yada yada yada, high five high five. This was pretty much the summary of Microsoft earnings call. Investors’ reaction after earnings release? Microsoft shares…
IT HAS NEVER BEEN A BUBBLE IN AI, BUT A PONZI SCHEME IN SEMICONDUCTOR STOCKS SINCE THE VERY BEGINNING
How many “AI” companies are currently listed? No, you should not include those “AI washing” their operations and earnings calls in the count. I refer to companies where AI is their core business, like advertising through internet search for Google, for example. Let me help you out, the number is…
IS WARREN BUFFETT STARTING TO BE WORRIED ABOUT BANK OF AMERICA’S SOLVENCY?
Bank of America (#BAC) published its last quarterly financial earnings on July 16, and from the 17th to the 19th, Warren Buffett sold ~34m shares of BAC, cashing out ~1.5bn USD (Buffett’s Berkshire Sells Bank of America Stock Worth $1.5 Billion). Yes, Uncle Warren still holds almost 1 billion BAC…
THE GREAT LIQUIDITY AVALANCHE – FROM MAG7 TO EVERYTHING ELSE?
Every avalanche always starts with that last small drop of a snowflake that makes the whole pack of snow too heavy to stick on the mountain. Since the #FED and fellow Central Banks joined the BOJ in the great money-printing crusade to “save the world” from COVID-19 in March 2020,…
LUCKY TRADES OR DID SOMEONE KNOW ABOUT TRUMP ASSASSINATION PLANS?
“Many observers maintained that the AMR and UAL option activity leading up to September 11 constitutes strong evidence that there had been trading on advance knowledge of the attacks” In “Unusual Option Market Activity and the Terrorist Attacks of September 11, 2001” published in 2006, the author provided a very…