If you think that Nvidia got where it is today because of its fundamental valuations, I am sorry but you might want to revise what “fundamental analysis” stands for. It’s no secret anymore that the company has been using borderline legal accounting shenanigans and commercial practices to report much higher…
Category:NVIDIA
NVIDIA – THE (FRAUD) SMOKING GUN?
As I write, NVIDIA is up 8.56% in After Hours trading after releasing their “monster” Q4-23 results. Compared to the Q3-23 report, there isn’t much change in all the red flags 🚩 I highlighted before [JustDario], but while I was comparing the two, my eye caught something strange. Before I…
THE #STOCKS HOUSE OF CARDS IS WOBBLING… AGAIN
Between the end of September and the beginning of October 2023, the #MOAB (Mother of All Bubbles) house of cards was dangerously wobbling. In a great coup de theatre, Jerome Burns managed to pull a “FED ghost pivot” 🐇 out of his magic hat, which sent everyone on a #FOMO…
NVIDIA, ITS RECYCLED “#AI REVOLUTION” AND THE DARK SIDE OF IT KEPT AWAY FROM THE PUBLIC
NVIDIA convinced everyone that we are just at the beginning of the #AI revolution and its GPUs will sell like hot cakes. Yes, we are at the beginning of the #AI revolution. However, NVIDIA isn’t going to be part of it as much as they (desperately) want people to believe,…
ISAAC NEWTON, A GENIUS, WOULD HAVE LOVED $NVDA
Who doesn’t learn from history is doomed to repeat the same mistakes. If you combine this with out-of-control herd behaviour, then the chances to repeat past mistakes are even greater. Right now, the number of people taking victory laps because of $NVDA is countless. “The stock is going to the…
$NVDA (PONZI) “LIES” UNDER $NVDA NOSE
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…
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…