As you know, I am currently in mainland #China, so please forgive me if I am going to be extra careful about anything I write until next week. Yesterday, #China #stocks suddenly started to free fall in what could have turned into a 1987 style crash if it wasn’t for…
Tag:$NVDA
FEBRUARY 2020 ALL OVER AGAIN?
In 2020, stock markets in the #US and #Europe peaked on the 19th of February, while #China and #HongKong ones peaked exactly one month prior, on the 20th of January. In a great twist of destiny, on the 21st of February this year, $NVDA is scheduled to report its Q4-23…
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…
WHEN THE #SEC (CAT) IS AWAY, THE MICE DANCE
When I woke up this morning, I couldn’t believe my eyes. I had finished drafting this post before going to sleep, and the first thing I see on @X after waking up is Gary Gensler’s post claiming that the @SECGov account was hacked and that the #Bitcoin ETF wasn’t actually…
$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…
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…
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…