models

$9.8 billion in AI revenue at risk if capex slows across data centers. Piper models worst-case hit to NVDA EPS at $0.40 stock could plunge to $76

Piper Sandler Analyzes Sensitivity of $NVDA Data Center Revenues to Capex Slowdown Analyst comments: “We performed a sensitivity analysis on NVIDIA’s data center revenues to assess potential impacts from a slowdown in capital expenditures over the next year. In our worst-case scenario—assuming capex cuts across all NVDA data center end markets and no recovery in …

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Affordable AI models like DeepSeek might expose overblown valuations in Big Tech investments… AI bubble popped?

by AdDisastrous7191 China’s #DeepSeek could represent the biggest threat to US equity markets as the company seems to have built a groundbreaking AI model at an extremely low price and w/o having access to cutting-edge chips, calling into question the utility of the hundreds of billions worth of capex being poured into this industry. DeepSeek was built …

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Models Calling for Major Winter Storms… These Could Be Monsters

The latest weather updates show an impending wave of major winter storms set to hit various parts of the United States. The National Weather Service (NWS) has issued winter weather warnings for six states, predicting that some areas could see snowfall of up to 30 inches. https://www.iii.org/fact-statistic/facts-statistics-winter-storms

Models Expect Major Snowstorms… Coldest Air in 10+ Years

Starting to wonder what's going on. During next 2-weeks, extreme cold over Northern Hemisphere continents may be enough to return global temperatures to the 1991-2020 climatological mean temporarily erasing the last 5-years of global warming. pic.twitter.com/ERSeSGVY8B — Ryan Maue (@RyanMaue) January 15, 2025

Bulls are misled by GDP, BLS models, and volatile assets like Bitcoin. The real unemployment rate is 7.2%.

This happens in Canada too! — Mothersilverape (@mothersilverape) December 15, 2024 https://twitter.com/j77324/status/1868113104136986809 https://twitter.com/dailyjobcuts/status/1867920697030578185 The labor market continues to weaken, hard to see a rebound in positive momentum at maximum employment. Employment to pop ratio is finally declining, however. pic.twitter.com/jRvCxKqDYI — Don Johnson (@DonMiami3) December 15, 2024 pic.twitter.com/cWReoeN4c2 — Captain Frans Banninck Cocq (@Pricetheory101) December 14, …

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Models Expect Another Massive Arctic Invasion… Major Snowstorms?

Meteorologists are predicting another significant Arctic invasion, bringing dangerously cold temperatures and major snowstorms to parts of the United States. This upcoming cold snap is expected to impact over 230 million Americans, with wind chills potentially reaching 15-30 degrees below zero in the Upper Midwest. Additionally, heavy lake-effect snow could accumulate multiple feet, affecting travel …

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Nate Silver’s polling models have lost credibility, yet media still amplifies him—questionable choice.

CNN senior data reporter Harry Enten noted on Friday that it would be unprecedented for Vice President Kamala Harris , representing the incumbent Democratic Party, to win the presidency considering so few Americans believe the country is on the “right track,” according to recent polling. Enten pointed to polling showing that only 28% of Americans …

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What If All the Conventional Models Fail to Predict What Happens Next?

Authored by Charles Hugh-Smith via oftwominds, The ‘novel, apocalyptic situation which has now arisen’ goes largely unrecognized. A truly staggering quantity of content is aimed at predicting what happens next, a.k.a. the future, and justifies their prediction by referencing models that are presented as rock-solid predictive tools. The majority of these models are based on historical …

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Models Now Trending for a Cat1 Hurricane to Hit Florida

Our exclusive 1km domain central Florida FOX Model really indicates #Debby being around Cat. 1 strength. Strong (and strengthening until landfall) Tropical Storm or low end Cat. 1 seems realistic. Tremendous rains on the east side. This will be a big rainmaker and flood threat… pic.twitter.com/s2yAeX9osF — Noah Bergren (@NbergWX) August 3, 2024 Fresh Saturday …

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Most Major Models Now Show Hurricane Beryl On A Direct Path With The Most Populated Area Of Texas

Was just sitting here on the Texas Coastal Bend assessing whether or not our local government paid the yearly hurricane avoidance bill. It doesn’t look promising… https://twitter.com/MattWallace888/status/1809288590431605120 HEADS UP! Hurricane Beryl expected to emerge over the Gulf of Mexico this evening. Hurricane and Storm Surge Watches issued for portions of northeastern Mexico and Texas. #HurricaneBeryl …

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Soon to be Hurricane Beryl Rapidly Developing in the Atlantic. Models Projecting Track into Gulf of Mexico.

Ain’t looking pretty. Hurricane Hunters fly tomorrow. Stay tuned for updates. https://www.nhc.noaa.gov/ Saturday AM latest overnight https://t.co/3cvwpvVJ22 runs. GFS/EURO/CMC in that order. All eyes on Beryl. Can't forget the one showing behind. Pressure maps here. Blues lower. Reds higher. https://t.co/Hk3pbO7x8H pic.twitter.com/absLmaTH3K — Mike's Weather Page (@tropicalupdate) June 29, 2024 #Beryl is looking good this morning. …

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Your Vehicle Is Spying On You, And Now They Are Going To Start Installing ChatGPT In New Volkswagen Models

by Michael Be careful what you say while you are driving your vehicle, because you are being watched.  Today, we live in a giant surveillance prison in which virtually everything that we do is being monitored, tracked, recorded and analyzed.  In this day and age, you should just assume that nothing that you do is ever private.  …

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More “zombie” companies whose business models were only viable in a world awash with central bank funny money are entering the Dead Pool.

127 ASX-listed ‘zombie’ companies on brink of collapse, KPMG research warns Dozens of ASX-listed companies are on the brink of collapse and in need of drastic change to turn things around, with potential investors warned to be on the lookout for ‘zombie’ firms. According to data from big four accounting firm KPMG released on Monday, …

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