This year’s GTC 2025 confirmed what many observers already realized back in January after Jensen Huang’s presentation at CES 2025: the AI Narrative cultivated by Nvidia since 2021 doesn’t trigger the same excitement that it used to anymore. This narrative, based on the prospect of the nearly infinite potential of…
Category:NVIDIA
WILL COREWEAVE MARK THE END OF INITIAL FRAUD OFFERINGS?
Recent years have been characterized by an unusual spike in the number of companies listed on the public stock market that ended up filing for Chapter 11 shortly after. Notable cases include WeWork, Lordstown Motors, ELMS, Bird Global, Proterra, and Nikola. While some companies were simply bad businesses, others like…
NVIDIA MANAGERS KNOW LAWSUITS ARE COMING AND ARE PREPARING TO DEFEND THEMSELVES
The latest Nvidia 10-K is not only remarkable for the outstanding results the company achieved in the last fiscal year, a good chunk of which are very questionable as we discussed so many times (archive), but is also remarkable for the significant amount of risk disclosures and legal disclaimers included…
THE REAL ERA OF AI BEGINS, THE ONE OF THE AI CHARLATANS ENDS
This last week started with three clowns announcing a $500B “Stargate” project that they not only lacked funding for, but that structurally made no sense whatsoever. It ended with half of Silicon Valley in panic mode after suddenly waking up from their comfortable slumber to discover that their DeepSeek nightmare…
THE COUNTDOWN TO NVIDIA PROFIT WARNING
A very important event occurred on May 6th, 2022, that many NVIDIA investors are unaware of: “SEC Charges NVIDIA Corporation with Inadequate Disclosures about Impact of Cryptomining“ Let’s examine what Nvidia did, shall we? These words come directly from the SEC. As incredible as it sounds, Chief Kristina Littman stated:…
MICROSOFT BET THE FARM ON OPENAI, BUT IT LOST THE BET
Roughly 24 hours ago, OpenAI CEO Sam Altman first published a long blog post to celebrate 2 years since the launch of ChatGPT (Blog Post), then shortly after, this post appeared on X: This post is the incredible confirmation of what we observed two weeks ago in “MICROSOFT CEO KNOWS…
MICROSOFT CEO KNOWS HIS REVENUES ROUND-TRIPPING SCHEME IS FALLING APART AND IS PREPARING TO CONTAIN THE DAMAGES
Have you noticed how more and more people are distancing themselves from S(c)am Altman? Microsoft’s CEO, who according to his own words “bet the farm on OpenAI”, is the latest high-profile figure showing signs of frustration towards OpenAI’s CEO, despite his best efforts to hide them. Who can blame him?…
THE SMCI CANARY IN THE SEMICONDUCTOR SECTOR COAL MINE STOPPED SINGING MONTHS AGO
At the beginning of the year, something very interesting happened around SMCI that no one, including myself, paid attention to: despite the stock hitting an all-time high of $118.81 (post-split) on March 13th and falling hard to $75 in just a month, Wall Street analysts kept increasing their target prices…
A DEEP DIVE BEYOND NVIDIA (COOKED) NUMBERS
Currently, Nvidia is the company with the highest market capitalization in the world. Sorry, I won’t call it “the most valuable” because price and value are two different things, and it would be an intellectual insult to refer to it as such. There are pros and cons to becoming such…
SUPER MICRO’S SECOND CHANCE OR NASDAQ’S NEXT SCANDAL?
Super Micro Computer, Inc. (SMCI) is under the Nasdaq microscope again, and it’s not a pretty sight for the exchange. The company missed its 10-K filing deadline back in August and already filed an NT 10-Q form anticipating they won’t be able to file its 10-Q on time either. Now…