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sequentially.

GDP grew 1.4%, deflator 3.6% — most of the “growth” is inflation. Productivity is terrible. Forget shutdown excuses. PCE spikes, GDP crashes 68% sequentially — stagflation alert

February 20, 2026 4:00 pm

For those arguing the GDP data "isn't that bad" due to the gov't shutdown, the ACTUAL data DISAGREES. The GDP Deflator came in at 3.6% – meaning most of the 1.4% GDP was inflation, NOT real growth. Forget the shutdown …

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More than 50% of revenue is paper? Nvidia’s revenues rose by nearly $4 billion sequentially. Accounts receivable rose by $2.4 billion.

May 22, 2024 10:28 pm

Revenues rose by nearly $4 billion sequentially. AR rose by less than $2.4 billion. — funwithnumberz (@funwithnumberz) May 22, 2024 Accounts receivable represent the money owed to Nvidia by its customers for products or services that have been delivered but …

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