Savvy Trades and Investments

[gilead23]

NVDA I'm looking at the increase in revenues relative to the increase in inventory.
If you look at how revenue has grown over the last year it has increased from 35 billion to 57 billion.
Inventory on the other hand has increased from 7.6 billion to 19.7 billion. Revenue is up 65%. Inventory is up 159%. Those numbers are from SA. 
That seems notably out of whack. Could there be a reason that makes sense? Sure, but if you don't see the gross gross difference between investments being made, and the revenue those investments are generating you have to be a special kind of person. 
This is just a red flag in a sea of them. I'm just about ready to buy long dated puts. The level of investment makes less than zero sense unless they are on the cusp of AGI.
Enterprise implementations have been a dumpster fire. 400 billion a year to summarize emails and act as chat buddies for boomers makes no sense at all.
Agents have been a general disaster so far. If they don't get useful soon its going to be obvious how grossly they have overinvested. 
IMO but this is what I see. Everyone is already using this in their jobs. Its basically replacing or augmenting search. Where is the revenue coming from to justify this spend? The answer so far is nowhere.