Karate Cow (@_lucky_investor) 's Twitter Profile
Karate Cow

@_lucky_investor

Invertir, cine, deporte, anime, Athletic club

ID: 1542935967513907203

calendar_today01-07-2022 18:20:12

772 Tweet

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Kakashii (@kakashiii111) 's Twitter Profile Photo

I have never encountered something so fishy at a press release for an earnings report. According to NVIDIA, they recorded a $6 billion write-down related to H20 in Q1, with another $8 billion in projected losses for Q2. Jensen and Colette baked those H20 profits into their Q1

I have never encountered something so fishy at a press release for an earnings report.

According to NVIDIA, they recorded a $6 billion write-down related to H20 in Q1, with another $8 billion in projected losses for Q2.

Jensen and Colette baked those H20 profits into their Q1
Kakashii (@kakashiii111) 's Twitter Profile Photo

Nvidia’s revenue from Singapore reached a record high of $9 billion this quarter — accounting for 20% of total revenue. This doesn't include an additional $5.5 billion in sales to China and Hong Kong. Combined, nearly $15 billion, or about one-third of all revenue this quarter,

Nvidia’s revenue from Singapore reached a record high of $9 billion this quarter — accounting for 20% of total revenue.

This doesn't include an additional $5.5 billion in sales to China and Hong Kong. Combined, nearly $15 billion, or about one-third of all revenue this quarter,
Nobody Special (@jg_nuke) 's Twitter Profile Photo

Builder.AI, a $1.5B startup backed by Microsoft, is going bankrupt after getting caught round tripping to inflate revenue. Shocked face.

Builder.AI, a $1.5B startup backed by Microsoft, is going bankrupt after getting caught round tripping to inflate revenue.

Shocked face.
Kakashii (@kakashiii111) 's Twitter Profile Photo

Look at the chart below. Years from now, history will remember Nvidia as the company that sold out the strategic interests of the U.S. in pursuit of profit.

Look at the chart below. Years from now, history will remember Nvidia as the company that sold out the strategic interests of the U.S. in pursuit of profit.
JustDario 🏊‍♂️ (@dariocpx) 's Twitter Profile Photo

I just finished reading “The Illusion of Thinking” that, hilariously, has been published a couple of days after my post about the illusion of AI LLMs that in reality are just powerful search engines with no “intelligence” in it. As such, as I explained in my article that

I just finished reading “The Illusion of Thinking” that, hilariously, has been published a couple of days after my post about the illusion of AI LLMs that in reality are just powerful search engines with no “intelligence” in it. 

As such, as I explained in my article that
Amanda Goodall (@thejobchick) 's Twitter Profile Photo

Student Loan Garnishments/Collections are here. They are BRUTAL. This is not a drill. We have been warning about this for MONTHS. Years... actually. h/t Unicus

Student Loan Garnishments/Collections are here.
They are BRUTAL.
This is not a drill. 

We have been warning about this for MONTHS. Years... actually. 

h/t <a href="/UnicusResearch/">Unicus</a>
Kakashii (@kakashiii111) 's Twitter Profile Photo

Renting GPUs is cheaper than ever. Cloud providers are struggling to get new clients and to renew existing contracts. Cloud providers, with the leader CoreWeave supported by Nvidia, leveraged themselves even under these conditions—just to buy more GPUs—despite the question mark

JustDario 🏊‍♂️ (@dariocpx) 's Twitter Profile Photo

Kind reminder: $NVDA , that is now the most valuable company in the world again trading at fresh ATH, in its latest financial report explicitly disclosed how it is round tripping revenues 👇🏻

Evan (@stockmktnewz) 's Twitter Profile Photo

GOOGLE CONVINCES OPENAI TO USE TPU CHIPS IN WIN AGAINST NVIDIA OpenAI reportedly recently began renting Google’s AI chips to power ChatGPT and other products, the first time it has used non-Nvidia chips in a meaningful way - The Information

Marko Bjegovic (@mbjegovic) 's Twitter Profile Photo

At first glance, the Jun Employment Report looks strong. One might think that the BLS report tdy is much stronger than the #ADP report ydy. However, both show almost exactly the same amount of weakness. I will explain why in a thread. 1/13

JustDario 🏊‍♂️ (@dariocpx) 's Twitter Profile Photo

Nvidia market cap is up ~200bn$ in pre market on the back of the rumor they will be allowed to resumed reselling the limited version of an outdated GPU to China Just to put this into perspective, assuming paradoxically that sales of H20 remain at the highest levels no matter

Financelot (@financelancelot) 's Twitter Profile Photo

Half of $NVDA employees now have a net worth of $25 million. Sounds exactly like Nortel and Cisco employees back in 2000 when the parking lot was full of sports cars. Most refused to sell the entire way down.

SightBringer (@_the_prophet__) 's Twitter Profile Photo

George Gammon This is a powerful prompt masked as simplicity. George Gammon is essentially asking: How would you detect the collapse of a system if the system was the one hiding the collapse? Let’s answer it at the highest possible level of precision. The Answer: If you had no access to