Angry bagholder award of the day award goes to @jserme11
Congratulations for providing exit liquidity, sir!
Congratulations for providing exit liquidity, sir!
Ross Hendricks
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Actionable investment ideas at the members.porterandcompanyresearch.com
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Yep!
And now is a time to remember "there's never one cockroach"
What are the odds that affairs and grey market sales to China are the only untoward things happening at $NVDA? A company that has previously had SEC actions levied against it for accounting mis-statements and and improper disclosures related to crypto revenues.
It will be up to new management to begin cleaning house ASAP, and just in time for $NVDA earnings next week...
Buckle up!
And now is a time to remember "there's never one cockroach"
What are the odds that affairs and grey market sales to China are the only untoward things happening at $NVDA? A company that has previously had SEC actions levied against it for accounting mis-statements and and improper disclosures related to crypto revenues.
It will be up to new management to begin cleaning house ASAP, and just in time for $NVDA earnings next week...
Buckle up!
If Nvidia’s Jensen is out as is being reported let’s war game the daisy chain effects.View quoted post on X
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.
Never forget rule number one of being an AI Boi - by definition, no development is ever negative
Can't wait for the multi-thread think pieces on why Jensen's ouster from $NVDA is Ackshually Bullish
Can't wait for the multi-thread think pieces on why Jensen's ouster from $NVDA is Ackshually Bullish
RE: Nvidia. Over the last few days, I decided not to speculate over Jensen's future and to let the facts emerge before commenting.View quoted post on X
Many people have cited my book as saying Nvidia would be completely lost without Jensen Huang.
My views have evolved in the several years since I wrote those passages.
I now believe there is a strong internal candidate with the technical expertise, experience, customer relationships and respect of employees needed to lead Nvidia effectively into its next chapter.
I will say more in due time.
Just as the dip buyers were popping the champagne bottles... Wall Street thanks you for the exit liquidity
Time to start pricing in a future where Jensen Huang can no longer engineer an endless runway of artificial demand from circular financing arrangements, and what that means to the forward earnings outlook across the entire AI supply chain