I know a couple of things here and there about running a company, from work and direct experience. One thing is how easy it is to “grow” your revenues when your clients aren’t going to pay for the goods you deliver. Another is to understand whether revenues are real or…
Category:Financial Analysis
IN A SCRAMBLE TO SURVIVE, SOFTBANK IS KILLING ALIBABA!
$BABA closed the last session crashing 9% after results beating expectations across the board, leaving many dumbfounded. Of course, the media quickly made up a narrative to write a story that could more or less fit the price action: “Alibaba crashes after pulling its Cloud Unit listing due to US…
WARNING: SOMETHING BROKE!
Yesterday, we were discussing the signs of “Panic behind closed doors” (TwitterX), today we have 100% certainty that something big enough to justify extreme actions from the US Government and US Regulatory Agencies broke somewhere. How else we can justify the SEC is still holding back the “Fails To Deliver…
Is ARM The Canary In The $NVDA Coal Mine?
Newspapers have been cheering up the “deal” this week where Softbank managed Vision Fund successfully sold ARM 25% it owned to… Softbank. In September 2020, $NVDA agreed to buy the whole ARM from Softbank at a $40bn valuation paying in cash and shares (NVIDIA), but it preferred to lose $1.25bn…