Independent thinking for complex markets and current events
Wall Street has NO IDEA what's coming.$NVDA's Q4 earnings dropped some SERIOUS bombshells. Don't say I didn't warn you: pic.twitter.com/rbvDfcdhEG — Alex (@TickerSymbolYOU) March 2, 2025 The law of diminishing returns is hitting OpenAI's GPT-4.5 here apparently pic.twitter.com/ACFrtg7k1p — Markets & Mayhem (@Mayhem4Markets) March 1, 2025
In the last two days, $NVDA, a $3 trillion market cap company, swung 6% up and 6% down like a penny stock. What does this tell us? It highlights the speculative nature of hedge funds moving in and out. Just 10 years ago, even a $100B company wouldn’t move more than 2% in either direction. …
Late to this party but this is wrong under any reading of the convertible notes prospectus. If the stock is below the conversion price, noteholders get their principal and accrued interest paid back in cash, not stock The fact he is saying this only feeds the “docs don’t matter, fiat don’t matter, equity don’t matter …
And this is only half the story, there are so many GPUs being dumped in the “grey market” (this is how $NVDA itself calls it in its 10-Q fyi) that the “resellers” are now undercutting each other to move any inventory And this is only half the story, there are so many GPUs being dumped …
Nividia stock price is Unsustainable. I’m sure Mr. Buffett is laughing! — Kerby Roberson (@KMACKROB) June 5, 2024 Nvidia vs Cisco How we looking ? pic.twitter.com/Pxi9XE5i4V — The Great Martis (@great_martis) June 5, 2024
How much longer can $meta and $msft send 40ish% of their capex to $nvda — Michael J. Kramer (@MichaelMOTTCM) June 4, 2024
#JustDarioDaily 🚨 $NVDA (PONZI) “LIES” UNDER $NVDA NOSE 🚨 I know a couple of things here and there about running a company, from work and direct experience. One thing is how easy it is to "grow" your revenues when your clients aren't going to pay for the goods you deliver.… https://t.co/Tj3uTl2KAC pic.twitter.com/7mJ3f1f5nX — JustDario 🏊♂️ …
