Bobby Dole
@BobbyDo01596102Retired Oncologist & biotechnology sell side analyst , 45 years charting markets & macro trends. 1929-45 redux “This time everyone “ 🇺🇸🇮🇱🇨🇦🇺🇦
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#Bears capitulated. Never a better set up for shorts. Obvious recession (1.8 mil FT job loss. Record. ⬇️ LEI, inverted yield curve, Technicals perfect low $VIX, $CPCE overbought #RSI, narrow breadth. Now 300% net short. Prove me wrong! $QQQ $TSLA $NVDA $AAPL
$NVDA @DarioCpx @great_martis @JG_Nuke I for one didn’t listen to the conference call whose lies are shielded by forward looking statements exemptions. No need. Revenues & earnings are fabricated their meager increase in cash is not.
$NVDA last quarter $ 8,563cash Marketable securities$26,237,= $34,800 This quarter cash. $9,109 Marketable securities $29,380 = $38,489 Increase $3,689 million on ”reported income” of $19,309 billion. $15,620 billion went to money heaven as will #NVIDIA shareholders investment
$NVDA last quarter $ 8,563cash Marketable securities$26,237,= $34,800 This quarter cash. $9,109 Marketable securities $29,380 = $38,489 Increase $3,689 million on ”reported income” of $19,309 billion. $15,620 billion went to money heaven as will #NVIDIA shareholders investment
Nasdaq Update. Island reversal meets breach of 4 month uptrend. Play time is over!!
Nvidia Ominous technicals. Descending volume whilst forming a rising wedge. What's the market signalling?
Megyn Kelly: There's No Way MSNBC Can Keep Joy Reid, She and Ellie Mystal Are Truly The Most Racist People On Television realclearpolitics.com/video/2024/11/…
Apple🍎 Money flow plummets. Momentum plummets. Bellwether about to give way.
👁️ $SPY a Triple Gapper. The last time $SPY had a 3.5%+ move while at ATH's with triple gaps was ...🥁... March 21-24, 2000. (The top came on Mar 24, 2000). Just some history. Currently, $SPY is way above the upper BB's and the weekly.
Are we just going to ignore that none of this matters? We have 5 semis cutting sales guidance after hours. $LSCC $CRUS $AOSL $NXPI $SLAB
Sweet jesus mother mary of Bethlehem. It's worsening
Additionally, WorldCom INCREASED accounts receivable, ignoring lists of customers unlikely to pay, which further distorted its financial showing profits Good thing there’s about $15 billion worth that $NVDA in AR up an additional $4B for the quarter I’m sure they will get it
In $NVDA 10k it specifically talk about customer A and if they were to lose them have significant losses to their bottoms line
“Nothing to see here”
🚨🚨Hmmm... in $NVDA's most recent filing they added a disclosure that essentially states they do not expect to prevent "all fraud". This is (very) suspicious given $SCMI's accountant (@EYnews) just walked away from them, saying they can no longer rely on mgmt's representations.
There is no prohibition for the Dow 30 ETFs such as $DIA from buying newly announced members like $NVDA from buying stock in the aftermarket and based on the aftermarket trading volume they may already have accumulated their entire mandated position.
$NVDA not only is the $3.5 billion dollars that the #Dow 30 tracking ETFs now need to buy since it was added to the index trivial compared to Nidia’s market capitalization, it represents only 10% of the $NVDA ’s daily trading volume.Retail buyers only need to apply.
$NVDA ’s M.C. has increased by well over $100 billion in the aftermarket after notification that it was added to the Dow 30. Yet Dow ETFs such as $DIA & $EDOW have combined markets caps. less than $100 million. Assuming equal weight they must now buy about $3.5 billion $NVDA
Another generous seasonal adjustment factor for ADP made the difference between the consensus estimate of +111k and the actual +233k. Don’t believe everything you see.
NSS
Nvidia, can we discuss the $9.8 billion in cloud credits? Could you also clarify your arrangements with Amazon, Google, Microsoft, and Oracle regarding the exchange of these credits for GPUs?
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