Nvidia’s profits vanish into thin air
Soaring sales, sinking cash, red flag rising
$NVDA Posted $56 billion in revenue growth and $26 billion in that income but just $15 billion in cash flow that’s a 58% conversion down from 90% receivables balloon draining $5.7 billion revenue soar and cash crawls is a classic red flag 🚩 https://t.co/yjwgE0RJD1
— The Punisher (of Wall ST) (@GregCrennan) August 27, 2025
Nvidia's customer concentration is getting more intense: Three customers now represent 23%, 19% and 14% of accounts receivable (up from just two customers at 17% and 16% in January).
Shows how dependent NVDA is on a handful of mega buyers. $NVDA 10Q: pic.twitter.com/lmZCKSEson
— Kristina Partsinevelos (@KristinaParts) August 28, 2025
85% of Nvidia's $NVDA revenue last quarter came from just 6 companies
$10.75B – Customer A (23% of total revenue)
$7.48B – Customer B (16%)
$6.54B – Customer C (14%)
$5.14B – Customer D (11%)
$5.14B – Customer E (11%)
$4.67B – Customer F (10%)So what Meta, Amazon, Microsoft,… https://t.co/JwHx7niqPb
— Evan (@StockMKTNewz) August 28, 2025
Meta was one of the biggest GPU buyers for Q2 for Nvidia, accounting for about a quarter of all of Nvidia’s data center revenue.
Is it sustainable? Look below at Meta’s cash burn.
We’ve seen this before, and not that long ago. But it seems like Chapter Two is going to be even… https://t.co/O1nYILodnj
— Kakashii (@kakashiii111) August 28, 2025
Sketch out Nvidia's price-to-free cash flow on the back of a napkin and you're at 42.4x, minimum. pic.twitter.com/oe9B9wloT7
— Jeff Weniger (@JeffWeniger) August 27, 2025
China’s chip push is real. Huawei, SMIC, Cambricon scaling fast. Washington still sleepwalking.
Many in Washington need to update their assumptions regarding Chinese semiconductor manufacturing capacity.
According to FT today, Chinese companies like Huawei, SMIC, and Cambricon are surging production. They will soon be competing with American chips globally.
Fortunately,… https://t.co/nQLj61SyzS
— David Sacks (@davidsacks47) August 28, 2025
$SPY $SPX $QQQ
🧵 exposing the scam behind $NVDA’s $60B buybacks:🧵 1/
🚨 $NVDA just announced a $60 BILLION buyback.
Translation: We missed earnings in Data Centers, lost H20 sales to China, and had to pay a 15% kickback to the Trump admin.So what do we do? Throw gasoline on… https://t.co/dkI89iCiXV pic.twitter.com/aZEli5z6Pc
— Sebastián (@SebastinPatron3) August 27, 2025
$NVDA buying back shares now is solely to prop the stock price up.
This is about the last gasp of a corporate stock bubble.
Enron did exactly the same thing, including telling all of their employees to drop all of the 401(k) money into the company stock at the very end.
— Uncle Milty’s Ghost (@his_eminence_j) August 28, 2025
Unpopular $NVDA Truth…
If this was the https://t.co/Xd4PsmBjno ERA the stock would be down 30% percent on this ER.
They missed on Data Center! The growth story is OVER!
— I Sell Options Guy (@RentYourStocks) August 27, 2025