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Welcome to Ed Dowd: Beyond the Narrative. open.substack.com/pub/eddowdbeyo…
Welcome to Ed Dowd: Beyond the Narrative. open.substack.com/pub/eddowdbeyo…
Edward Dowd
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Founder Phinance Technologies and author of Cause Unknown: The Epidemic of Sudden Death in 2021 & 2022. For event bookings: info@bigideaspeakers.com
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If Nvidia’s Jensen is out as is being reported let’s war game the daisy chain effects.
He has been the architect of much of the circular financing to pump up demand for chips.
There were likely grey (I’m being generous) accounting practices.
Growth Fundamentals are clearly slowing.
Those in the C-Suite have a strong incentive to come clean and kitchen sink everything and reset expectations while blaming Jensen.
This is going to get interesting fast.
He has been the architect of much of the circular financing to pump up demand for chips.
There were likely grey (I’m being generous) accounting practices.
Growth Fundamentals are clearly slowing.
Those in the C-Suite have a strong incentive to come clean and kitchen sink everything and reset expectations while blaming Jensen.
This is going to get interesting fast.
$NVDA
The stock price is breaking down. Besides the Jensen well timed revelations the overwhelming reason is the second derivative of capex spending is slowing down due to credit markets questioning the ultimate ROI.
Neocloud bond spreads are blowing out and hyperscalers are reassessing their current capex pace.
Add in the China scandal and Nvidia has a revenue problem. Estimates are too high.
The stock price is breaking down. Besides the Jensen well timed revelations the overwhelming reason is the second derivative of capex spending is slowing down due to credit markets questioning the ultimate ROI.
Neocloud bond spreads are blowing out and hyperscalers are reassessing their current capex pace.
Add in the China scandal and Nvidia has a revenue problem. Estimates are too high.
Bill has an uncanny way of predicting the future. Notice the date of this post about vaccine investments 👇
Bill Gates: A Huge Catastrophe May Be Needed... zerohedge.com/geopolitical/b…View quoted post on X
