3 months ago in “NVIDIA, ITS RECYCLED “#AI REVOLUTION” AND THE DARK SIDE OF IT KEPT AWAY FROM THE PUBLIC”, we already saw how the “#AI Revolution” was a PR campaign #NVIDIA tried to push already several times in the past without success. #OpenAI, a company founded on the 11th…
Category:Financial Analysis
TALES OF A ROARING KITTY AND A TREMBLING SOFTBANK
History never repeats, but it often rhymes. Yesterday was one of those very fascinating days in which you experience so many déjà vu moments. A few hours before #Softbank’s FY2023 results, a kitty started to roar again after more than 3 years of silence (@TheRoaringKitty), and vibes from 2021 started…
DOES SOFTBANK NEED THE WEEKEND TO NEGOTIATE ITS BAILOUT?
While global investors are busily plucking daisy petals to decide between fear and #fomo, a (very) large elephant is crying out in pain in one corner of the globe. In a surreptitious move, #Softbank quietly rescheduled the release of their Financial Results for the entire 2023 fiscal year from the…
UBS Q1-24 RESULTS REVIEW – THE “LA LA LAND” BANK
“UBS swings back to profit and smashes earnings expectations for the first quarter”, was the CNBC headline shortly after #UBS Q1-24 results announcement. But what about all other MSM? Everyone, of course, is jumping on the same celebratory bandwagon. I wonder how many of these people influencing markets and sentiment…
IF YOU WANT TO BECOME RICH, THERE IS NO POINT IN TRYING TO TRADE A STOCK MARKET CRASH, BUT YOU SHOULD START PREPARING TO TAKE ADVANTAGE OF THE NEXT CYCLICAL BULL RUN THAT WILL COME AFTER
Last week ended with the #VIX closing at 13.49, well below its ~19.50 long-term average, while the CNN “fear and greed” index closed at 40 in “fear” territory. Warren Buffett disclosed his cash “war chest” grew to 189bn #USD and socials have been fantasizing all over the weekend about the…
IF ARCHEGOS BUSTED CREDIT SUISSE, WHICH BANK WILL A SOFTBANK IMPLOSION SINK?
Last Friday, #ARM closed the day at $87.19, down by 16.90% in one session. The stock overall lost 31.10% last week or $40bn in market cap. Why is this a big deal? Because #Softbank holds ~90% of #ARM and has been manipulating this stock on the upside since an IPO…
GOLDMAN SACHS CASH BLEED WON’T ALLOW THEM TO KEEP HIDING THEIR LOSSES FOREVER
Goldman Sachs just released its Q1-24 results and, of course, they beat expectations. Nothing less could be expected from the “best in its league” right? Well, if you pay attention to details, #GS financials are less and less shiny (and increasingly worth paying attention to). Once again, #GS cherry-picked the…
INSURANCES AND BANKS RISK A #BOEING FINANCIAL NIGHTMARE
Before COVID-19 appeared it was very hard to imagine most of the globe being put under lockdown restrictions that differed in type and tightness country by country right? The last instance the world experienced something similar in terms of mortality, lockdowns, quarantines, and consequent economic disruptions created by all those…
#STOCKS IDES OF MARCH – IS FEAR ABOUT TO STAB $NVDA EUPHORIA IN THE BACK?
This incoming 15th of March will surely not hold a place in human history like the murder of Julius Caesar; however, the stage is set for what could turn out to be a hell of an eventful “Quadruple witching” #OPEX day. First of all, the darling of the current #stocks…
WHY ARE MARKET MAKERS SELLING INSURANCE ON A ($NYCB) HOUSE THAT’S ALREADY ON FIRE?
By this time, the news of $NYCB closing should have already hit the tape. However, REGARDLESS OF WHETHER THIS NEWS IS POSITIVE OR NEGATIVE, the price of this #stock is MATHEMATICALLY going to crash by 40-50%. Wait, why mathematically? Let me explain. Scenario 1 – A $1bn rescue package for…