"Cisco Systems shocked Wall Street Tuesday when it reported quarterly earnings that fell shy of expectations, the first miss for the No. 1 maker of data network equipment in nearly seven years"

Your playbook for today rate cuts = buy $QQQ rates not being cut = buy $QQQ $QQQ closes under 21 ema = buy $TQQQ China bans NVDA chips = buy $NVDA

So, Stifel is betting on the playbook from the fall of 2000.

Nvidia is up $50B on the PR about the H20 halt, still over $500B up since the whole H20 circus kicked off in July. Congrats to the market for pricing in good news while ignoring bad news. We’re living in a utopian world, I guess.

The more I think about it, *this* is actually the *real* DeepSeek Moment The first one in January was a head fake. The market sold first, studied later, in classic Mr. Market fashion This one is real. Nvidia (and AMD) probably *should* go down because of this Won't happen

Dot-Com's playbook

Wondering where he will get 1 trillion in funding for it. Same illusion Elon, every time. Even the last funding was through a high-interest loan.

Ok, I was asked by 5+ people to weigh in, so here we go. Quick answer: This is wrong. China currently has much more dispatchable capacity (MW) than peak load AND much more capability to generate power (MWh) than is consumed by customers, both by large margins. Longer Answer:🧵

It has been said also for Vision Pro. Apple better priced it similiar to competitor if it wants gain any significant sales.

Earlier analysis pointed out why the stock price go up, and it looks like that’s exactly what President Trump cares about. truthsocial.com/@realDonaldTru…

No H20 sales. Uncertain future for B30. Smuggling has started to decrease due to sufficient stockpiles and increased use of domestic chips. How is Nvidia going to show growth when 30% of their revenue is at risk? Stay tuned for Aug 27. I’m sure we'll see lots of tricks.

I’ve been consistently warning that Nvidia was becoming a systemic risk, and now it has. Systematic risks aren’t new to the global financial system, they’ve always been around and always will be. But we’ve never seen a single company come this close to outgrowing the

On Dec. 4, 2020, Cisco CEO Chambers crowed to analysts, “I have never been more optimistic about the future of our industry as a whole or of Cisco.” Three weeks later, Cisco’s revisiting the demand data would lead to a hiring freeze. Hiring freeze is a main key looking

If China is banning H20s to protect the domestic ecosystem then it can do the same to B40s These projections are meaningless rn

Last quarter, in a genius and barely legal move, Nvidia pulled off a maneuver that created confusion for everyone especially the algos, which were the main target of that confusion. First, they provided two types of revenue/EPS figures: theoretical (including H20) and excluding

Nvidia and these AI companies have invented so many new and creative accounting rules that they could represent soon the U.S. GAAP – AI Edition 2025.

Reminds me of WeWork's community-adjusted EBITDA. Or shale oil cos EBITDAX during the 2014 boom. (X - everything else including the cost of the kitchen sink).

*Elon enters the chat*

Trillions of dollars’ worth of investment for $18.5 billion in annualized revenue. cc: The Information