Nvidia $NVDA only expects revenue of $37.5 billion next quarter. The growth is slowing.
(*Reminder, all of these companies are using Non-GAAP instead of GAAP because it allows them to do round-trip financing 🤫) https://t.co/RTniBc6M8j pic.twitter.com/7cNDvdbNIx
— Financelot (@FinanceLancelot) November 20, 2024
Doesn't matter, as soon as growth evaporates the stock crashes because it's massively overvalued.
— Financelot (@FinanceLancelot) November 20, 2024
$NVDA 3 TOP CUSTOMER IS UNDER SCRUTINY FOR ACCOUNTING ERRORS $SMCI pic.twitter.com/CU54gs48kP
— The Coastal Journal (@1CoastalJournal) November 20, 2024
The moment of truth …
Arrives pic.twitter.com/WFovIrodMJ
— The Great Martis (@great_martis) November 20, 2024
Equity compensation at California tech companies is a nice chunk of state income tax withholding and the state has benefited from the AI boom.
Imagine what state finances will look like when this reverses. 👇🏼 pic.twitter.com/XHMRk6maP1
— Kalani o Māui (@MauiBoyMacro) November 20, 2024
More details:
$NVDA, a titan in the semiconductor industry, has recently drawn attention after its accounts receivable (AR) hit a staggering $17.6 billion—up 77% since January and 21% in just the last quarter. While impressive growth often justifies rising AR, the sheer scale…
— The Coastal Journal (@1CoastalJournal) November 20, 2024
🚨 $NVDA HAS NOT SHIPPED BLACKWELL CHIPS
HOPING TO SELL THIS QUARTER BUT DUE TO “SUPPLY CONSTRAINTS” WILL BE HARD TO MEET FUTURE GROWTH
Stock -4% at the moment pic.twitter.com/EbiLEUGvYL
— The Coastal Journal (@1CoastalJournal) November 20, 2024
#recession … #Tech Bubble 2.0 edition #NASDAQ100 $QQQ $NDX #NQ_F 📉 👀 https://t.co/NWJjolTEH8
— Invariant Perspective (@InvariantPersp1) November 20, 2024
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