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Re: gilead23 post# 127764

Saturday, 11/22/2025 4:24:52 PM

Saturday, November 22, 2025 4:24:52 PM

Post# of 129944
BTW “weird take” I was meaning the author’s take specifically about AI processing of info driving the selloff day after earnings announcement just to clarify.

I just glanced at NVDA- As far as inventory, didn’t they increase revs roughly $10 billion sequentially but inventories only increased about $5 billion sequentially? Or did U mean inventories are growing faster than revenues on a percentage basis or something else…

All IMO only. Good luck.

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