First of all, I would like to praise The Information for its excellent work in doing proper journalism, something that nowadays is more unique than rare, sadly. Let’s start with the explosive article just published and that, of course, barely caught the attention of mainstream media that are being very…
Category:NVIDIA
SMCI – THE NUCLEAR NOTHING BURGER THAT CAN EXPOSE NVIDIA SHENANIGANS
Everyone makes mistakes; that’s part of being human, and I make mistakes as well from time to time. The mistake I made this past week was overlooking the fact that SMCI fell into the “Large Accelerated Filers” category (wrong post here) concerning the mandatory reporting requirements the company has to…
NVIDIA WON’T CRASH MARKETS TOO MUCH BECAUSE TRADERS HAVE A BURNING HOUSE STILL STANDING WHERE THEY CAN HIDE
I bet very few noticed this: while NVIDIA and fellow bubbly tech stocks are having quite a hard time, banks, especially large ones, are actually showing remarkable strength in the 3rd quarter of 2024. Shocking, isn’t it? Back in February when I wrote “WE HAVE NO ALTERNATIVE BUT TO RIDE…
NVIDIA TRICK TO AVOID REGULATORS’ SCRUTINY: PAY MORE TAXES
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?…
“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…
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…
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…
MELLANOX, THE CORNERSTONE OF NVIDIA-MICROSOFT REVENUES ROUND-TRIPPING SCHEME
February 22, 2013 case number 1:2013cv01225 US District Court for the Southern District of New York Plaintiff Valentin Petrov Defendant Mellanox Technologies, Ltd. (link). “The Exchange Act claims allege that Defendants engaged in a fraudulent scheme to artificially inflate the Company’s stock price. As a result of the fraud described…
IS MAGNETAR CAPITAL BLOWING AIR INTO THE NVIDIA (PONZI) SCHEME SO THEY CAN BET ON ITS IMPLOSION?
First of all, what is Magnetar Capital (MC)? It’s a hedge fund, no wait, it’s a private equity, no actually it’s a shadow bank, ehm, what the heck is MC? It’s a very interesting combination of the three categories I mentioned above and it has been working quite well for…
THE DARK CORNERS OF NVIDIA 10-Q REVEAL THE EXTENT OF THE NVIDIA FRAUD
The #Nvidia 10-Q for the latest quarter is now out, and I have to admit the company is doing an incredibly good job in covering its back from any potential legal consequences of its actions once the incredible Ponzi scheme they are part of will inevitably collapse under its own…