The first time I talked about CoreWeave was more than one year ago in “IS MAGNETAR CAPITAL BLOWING AIR INTO THE NVIDIA (PONZI) SCHEME SO THEY CAN BET ON ITS IMPLOSION?” when I described how the hedge fund Magnetar Capital’s investment in CoreWeave had many similarities with the strategy they…
Category:NVIDIA
HOW BIG TECH SPENDING SPREE MORE AND MORE RESEMBLES 2000s TELECOMS EPIC FAIL
This year alone, the total CAPEX on AI infrastructure from Big Tech companies is expected to reach 330 billion $, with Microsoft accounting for more than one-third of it, as per the latest results and projections. Where is all this money going to be spent? To buy chips and build…
THE AI END GAME: WINNER TAKES IT ALL AND EVERYONE ELSE LOSES MASSIVELY
As per the most recent estimates, Google Search accounts for ~90% of all online searches worldwide and ~27.7% of total digital advertising revenues, followed closely in second place by Meta with ~26.8%. The global advertising revenue market surpassed 1 trillion USD for the first time in 2024 (Global ad revenue…
CHEF’S TABLE: NVIDIA
NVIDIA’s cooking of its financial earnings has reached a level of beauty and sophistication that the company should be awarded 3 Michelin stars and be featured in an episode of the popular Netflix series Chef’s Table. Get comfortable because this episode is going to be one with many “Woah!” Singapore…
NVIDIA’S ARTIFICIAL EMPIRE IS NOW CRUMBLING
The dominoes are now falling with brutal efficiency. In one devastating week, the U.S. government severed Nvidia’s China revenue artery while TSMC plunged a 30% cost dagger into its margins. This isn’t coincidence – it’s causation. I have warned since 2024 that Nvidia’s “AI supremacy” was a carefully crafted mirage….
THE NVIDIA FAKE AI NARRATIVE IS OFFICIALLY OVER
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…
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:…