Independent thinking for complex markets and current events
Nvidia is pushing its new “Vera Rubin” chip platform with claims that AI costs could fall by up to 90%. That idea is doing more work than the chip itself. It is helping hold up expectations that AI will keep getting dramatically cheaper even while spending on AI infrastructure keeps rising. The problem is simple. …
WSB degens loading up again on the eternal bag, this time it sticks? via WSB: It has been a while since I have posted a Due Dilligence post here so buckle in because this is going to be a long one. No AI in this one either, this is all from the dome. Here is my Original …
Suppliers of parts for Nvidia’s H200 have paused production after Chinese Customs officials blocked shipments of the newly approved artificial intelligence processors from entering China, the Financial Times reported on Jan 16. Reuters could not immediately verify the report, which cited two people with knowledge of the matter. Nvidia did not immediately respond to a …
This isn’t a growth story, it’s a land grab. Nvidia isn’t buying Groq for innovation, it’s buying time and control before anyone else can threaten its chokehold on AI compute. When the richest chip company on earth drops $20 billion in cash without blinking, that’s not confidence, that’s fear of being disrupted before the next …
JUST IN: Amazon launches its new Trainium3 AI chip to rival Nvidia and Google, and says it’s more "cost effective" than Nvidia's. The Trainium3 chip has up to 4.4× higher performance and 4× more memory bandwidth. byu/TonyLiberty inFluentInFinance Amazon stock surged after the tech giant unveiled its new in-house AI chip, Trainium3. The company claims …
Credit traders are far less optimistic than stock analysts when it comes to Nvidia's figures. The price of hedging against an Oracle default (CDS price) has risen even further. pic.twitter.com/xuwPK4ixR7 — Holger Zschaepitz (@Schuldensuehner) November 19, 2025 Commodities are getting slammed. Not a good sign. Happens only in recessionary fear pic.twitter.com/FA0YdNLGy8 — optionGeek (@StockShark16) November …
Shanaka Anslem Perera ⚡ @shanaka86 NVIDIA POSTED RECORD EARNINGS AND ACCIDENTALLY EXPOSED THE $112 BILLION SCAM WALL STREET MISSED Everyone celebrated. Nobody read the fine print. Nvidia crushed Q3: $57B revenue (+112% in one year), $1.30 earnings. Stock jumped, adding $131B overnight. Here’s what headlines buried. THE $112 BILLION SHAREHOLDER THEFT Since 2018, Nvidia generated …
https://twitter.com/JordanKirs97407/status/1979269492099420564
🚨Nvidia’s billionaire CEO Jensen Huang says he’ll PAY Trump’s $100K H-1B fine—so that he can keep hiring foreign workers INSTEAD of Americans. pic.twitter.com/VitZ8VXk0c — Timcast News (@TimcastNews) October 13, 2025
A $ 20 billion hit to Nvidia’s bottom line. It’s probably nothin. https://t.co/ga3tZSAvoe — The Great Martis (@great_martis) September 17, 2025 https://twitter.com/buccocapital/status/1968320607667536064 The biggest stock in SPX and NDX. Trade war not going well.https://t.co/Cvw3VZhV8Z — Marko Kolanovic (@markoinny) September 17, 2025 ‘Dot-Com Bubble 2.0’ could burst at any time With AI mania driving unprecedented investment …
Two Nvidia customers made up 39% of Nvidia’s revenue in its July quarter, the company revealed in a financial filing on Wednesday, raising concerns about the concentration of the chipmaker’s clientele. “Customer A” made up 23% of total revenue, and “Customer B” comprised 16% of total revenue, according to the company’s second-quarter filing with the …
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 …
AMD just pulled the pin. The MI350 chip, previously priced at $15,000, is now selling for $25,000. That’s a 67% jump. HSBC analysts say the chip now rivals Nvidia’s Blackwell B200 in performance. The MI355X variant, launched in June, is already shipping to Tesla and OpenAI. AMD’s 2026 AI chip revenue forecast was revised from …
Mike Wilson sees setup repeating as sentiment peaks. The last time Extreme Greed was this extended was in March 2024.$SPX went up about 1% more before spending the next 15 or so trading days dropping 6%. Proved to be a massive buying opportunity. And this fits well with Mike Wilson’s narrative. De ja vu? pic.twitter.com/HoiTwY8TLe …
$NVDA NEWS: EPS confusion NVIDIA Q1 2026: Adj. EPS $0.81 MISSES $0.88 BUT Nvidia came up with their own NEW adjusted earnings $0.96 (excl. $4.5B-$5.5B China write-down) beats Confusion from mixed EPS metrics & write-down. #NVIDIA #Earnings More in our report later. pic.twitter.com/7PVZKpkuiJ — The Coastal Journal (@1CoastalJournal) May 28, 2025 Nvidia’s revenue from Singapore …
BREAKING: President Trump says, "all necessary permits will be expedited to Nvidia" after the company committed to build $500 billion in the USA. pic.twitter.com/C2GEDLHpG1 — The Kobeissi Letter (@KobeissiLetter) April 15, 2025 🇺🇸 President Donald Trump just said: "All necessary permits will be expedited and quickly delivered to NVIDIA" $NVDA pic.twitter.com/mIQXf0l035 — Evan (@StockMKTNewz) April …
China’s tech sector is quietly building its own solutions to one of its biggest challenges, replacing the advanced chipmaking tools that it currently sources from U.S. and European companies. SiCarrier Technologies, a Chinese chip equipment firm closely linked to Huawei, is taking on the formidable task of developing alternatives to critical tools from ASML, Applied …
The 5090 is literally cooking itself. Load distribution is a disaster, and 150°C+ temps? That’s in Celsius, not Fahrenheit. Nvidia knew Blackwell had heat issues, and they shipped it anyway. High-performance GPUs should push limits—but not like this. 5090 has severe load distribution issues …. yes these are celsius. Yes, over 150c. pic.twitter.com/7l0wqNrlgI — Beyond …
Official analysis of Nvidia’s week: byu/IAmNotAnEconomist inFluentInFinance
Important to understand this and that over 50% of $NVDA AR are just 4 customers. Including $SMCI who are under investigation for accounting fraud.https://t.co/AGWJtErqxv pic.twitter.com/iZih6sHZ3G — Mojo (@Mojo_flyin) November 24, 2024 Growth has peaked. Now we find out what the true validation is. — Financelot (@FinanceLancelot) November 24, 2024
When Nvidia's auditor finds a discrepancy… https://t.co/MFNdgOaQX9 pic.twitter.com/i9NInwQVJm — The Great Martis (@great_martis) November 18, 2024 A follow up 👇🏻 https://t.co/Woa743zwK5 — JustDario 🏊♂️ (@DarioCpx) November 14, 2024
📈 $NVDA accounts receivable 📈 from $9B to nearly $15B to show “growth”. AR means they’ve claim sales but haven’t yet collected the 💵. If Nvidia keeps 📈 receivables to hit this QTR “beat”, it could face accounting issues in its next 10K filing, like $SMCI today. https://t.co/G1AG98QQ2J — The Coastal Journal (@1CoastalJournal) November 14, …
I noticed something strange in the latest financials for NVIDIA. While they have been posting impressive revenue numbers, their Accounts Receivables (AR) has gone up dramatically. I believe that NVIDIA may face cash flow risks if their customers never pay. I do not believe that this risk is priced in currently. Below is a table …
NVIDIA is the largest member in the Semiconductor industry and is at a new all-time high, but breadth for the industry is weakening aggressively … only 35% of members are trading above their 200-day moving average (a 1-year low) NVIDIA is the largest member in the Semiconductor industry and is at a new all-time high, …
At the height of the dotcom bubble, Cisco was worth 5.5% of US GDP. Today $NVDA market cap is worth 11.7% of GDP, over 200% higher… https://t.co/k0UJcdPPN0 pic.twitter.com/pkpj8uVyfb — Financelot (@FinanceLancelot) September 11, 2024
In the U.S., chipmaker Nvidia plunged more than 9% in regular trading, leading semiconductor stocks lower amid a sell-off on Wall Street. Economic data published Tuesday resurfaced jitters about the health of the U.S. economy. Nvidia shares continued sliding in post-market trading Tuesday, falling 2%, after Bloomberg reported that the company received a subpoena from …
As we approach $NVDA earnings next week here are some concerns: This company’s stock appears to be heavily overvalued based on the metrics provided. The P/E 76 and P/S 24 ratios are extraordinarily high, suggesting that the market has very optimistic expectations for future… https://t.co/l3ckYZdQ6X — The Coastal Journal (@1CoastalJournal) August 20, 2024 $NVDA breakout …
Nvidia’s stock surge is fueling the tech and AI boom, driving up demand for data centers, which significantly increases energy consumption and strains local power grids, causing higher energy costs and potential blackouts. As the AI boom continues, the need for sustainable energy solutions like nuclear power is becoming critical to support the escalating energy …
Oh my … https://t.co/E0OsOaNh9c pic.twitter.com/7gmY4SMx5L — The Great Martis (@great_martis) June 18, 2024 (Bloomberg) — The year was 1999. Steve Jobs had recently returned to lead Apple. Intel was the dominant force in semiconductors. And a little-known chipmaker named Nvidia made its debut on the Nasdaq stock exchange. It took less than three years for …
