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.
I don't mind stealing bread from the mouths of decadence... But I can't feed on the powerless when my cup's already overfilled. -Temple of the Dog