Nvidia reports nearly $32B in profit while inventory piles up, AR jumps, and cash flow lags at $24B. A blockbuster quarter masks sliding margins, recycled financing between tech giants

Giant jumps in $nvda inventory and AR levels 🚩🚩🚩 Huge discrepancy between net income declared of nearly $32B and operating cash flow of $24B Accounting stays creative pic.twitter.com/3JlYNbXqiS — 🏴‍☠️ (@calvinfroedge) November 19, 2025 Valuation is 10x forward sales and a lot of the sales are to related parties Good luck — 🏴‍☠️ (@calvinfroedge) November …

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Top 10 S&P stocks now pricier than dot-com peak, forward P/E hits 30 while rest of index lags at 20. BofA triggers triple sell signal across global markets. Cash levels, breadth, and flows all flash red on Hartnett model

SPX historically drops 2% after similar signals since 2011 According to BofA's Michael Hartnett, #sell #signals have been triggered.– BofA FMS Cash Rule: cash as % AUM in FMS 3.9%. = sell signal…average SPX loss in following most from 15 "sell" signals since 2011 = 2%;– BofA Global Breadth Rule: 64% of MSCI ACWI equity …

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BYD’s new battery tech offers 300 miles in 5 minutes—Tesla’s V4 lags behind

Tesla has some work to do. * BYD’s new system, known as the “Super e-Platform,” operates at a higher voltage—1,000 volts—compared to Tesla’s current 400-volt architecture * Higher voltage allows for faster charging by reducing current and heat buildup, enabling BYD to achieve… — floridanow1 (@floridanow1) March 18, 2025 BYD Co. shares jumped to an …

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