Replies to post #127758 on Savvy Trades and Investments

[jtomm]

Yeah, a lot of the circumstances sound very familiar -- receivables, vendor financing, having money go round and round in a circle from related parties, special purpose vehicles, and as hweb experienced, lots of people talking about quitting their job with their AI profits. I saw a vid clip (can't remember where) in which Sam Altman was being questioned about the huge spending commitments when they have a small amount of revenue relative to that. He didn't answer the question, and instead his snarky response was, "if you want to sell your shares, I'll find you a buyer." Then the video followed with a clip of the Enron CEO (right before its collapse) being asked a very reasonable question by an analyst back in the day, and the CEO similarly blew him off like he just didn't get this new era.

[littlefish]

Weird take. The report came out the previous day AH. If AI was so quick, the automated trade dumping should have started seconds after the report dropped AH the previous day, not wait until after the open the next day to swing the stock.

The general idea is something of course everyone talks about and maybe that was their point and they tried to force a narrative with the story. But in this case the easy to calculate things he brings up and the massive next day delay makes no sense to me.

Not to mention a lot of well know holders of NVDA had paired back or bailed on their long NVDA positions recently so could easily have been normal profit taking after a Q report (sell the news) to drive the reality of what happened.

All IMO only. Good luck.

[valuemind]

This NVDA article contains too many errors, ex., actual days sales outstanding are 68.0, 65.7, 53.2, 52.5, 46.0, 59.0, 53.5, 51.8, 54.3, 53.5 in the quarter ending July 31, 2023, Oct 31, 2023, ...., and Oct 31,, 2025 respectively, totally differently from the author's conclusion. The author does not understand the meaning of basic inventory. I do not want to waste my valuable time to refute other false points of this very low value manipulation article possibly from the short sellers.