Current positive cashflow 20B/yearMostly based on a same-asset-collaterized circular ponzi around >CCO--> borrowing against it --> buy more hardware --> collaterize it for more debt --> issue more CCO -->....Liabilities to suppliers 120BMarketable assets on its books13B in cash37B in debt securities (realitsic marketable value around 5B)30B in equity (among those a majority in the circular ponzi flywheel companies, realistic marketable value between 0 and 1B)41B in accounts receivable (mostly by companies that are part of the ponzi, realistic value 0)26B in inventories (realistic value 10B)Makes under a market turmoil negative cashflow, 120B in liabilities and 30ishB in assets, with its suppliers that sit on unrecovaerbale loses going under with it.End of the road, V of V done. You have maybe until after the midterms to get out of the ponzi if lucky, if unlucky and some entities in the ponzi want to use it as a political weapon against the Trump admin, and the spreading of the narrative suggest that, a few weeks.
post your portfolio I will judge your post based on that.
>>62598658I am just growing and rolling over short positions on energy commodities. Not gonna participate in V of Vs especially not that of a nearly 70 year old ponzi
>>62598666I see... shocking. At least tell me your age and if your portfolio is at least in the 6 figure range. Be honest please, not trying to shit talk you.
>>62598668I am 18 and the robinhood account has assets valued at 15 dollars. Go data mine somewhere else.
Goddamn bears really are stupid as fuck.
>>62598681Betting on, what was the retard meme again, treasury go rrrrrr?At 5%+, 200 bepis over the feds fantasy rates, lol
>>62598684whats the purpose of this thread bro? do you want justification and people telling you, you are correct with your assumption, so you can sleep well? idgi
>>62598684You're a clankerNumber goes up your ass and you say "Yes. It all fits."What's a real human think when they see this graph?> 0.4% chance for 5 hikes in 14 months... better price that inKeep dreaming. Otherwise nice troll. Peace.
>>62598691I know I am correct. The numbers in Nvidias books are a disaster.>What is the purposeRinging the bell and spreading the narrative>>62598700The FED lost control and credibility, Powell fucked up and Warsh is digging the hole deeper. The FEDs fantasy numbers and polls that measure only the opion of a minority participating in a polls are not going to be able to change the trajectory.
>>62598649What will this mean for the availability of video cards?
>>62598711Nvidia has to restructure and/or liquidate, the only way to cover its liabilities and obligations is to sell real assets as fast as possible to generate a real cashflow that is independent of the same-asset-collaterized trash bond ponzi. Its with that in direct competition for a limited market of silicon with liquidation of data centers, secondary sellers and the second hand market as of course its competition. More supply and limited demand leads to cratering of prices, which is going to accelerate due to the genious idea of using silicon as collateral
>>62598649So what you're saying is that I should be buying AMD stock once this has all unraveled.
>>62598729If you want to gamble, otm puts on everything from software over hardware to finance construction and energy.SEBH, Short Everything Boomer (pension funds) hold
>>62598649>I watched 2 hours of doomer content on YouTube and now I know everythingYou and Ed nigger zitron. Take a huge loan and buy puts on nvidia and get your unlimited free money.
>>62598649Company goodwills is the infinite money glitches, easily more than 100 trillions. It produce hardware for gaming, ultimate goodwills.
>>62598742Boomertube is a dead missing link 20th century broadcast media platform where scammers scam scammers. No human watches anything on that failed ad platform; which yes implies that you are not a human>>62598924After being scapegoated by the SEC and politicians that not entirely oblivious refrained from breaking the ponzi 3 years ago, being at the center of literal pajeet style circular ponzi of the size of a middle economy by GDP and to save their own skin, Nvidias, same as Oracle, Microsoft, Amazon, Alphabet... wont make it out alive. I am prtetty sure Huang is going to kill himself. the desperate punlicity offensive he has launched on xitter tells me he is already shopping for nooses to hang himself
>>62599001And you came up with the same conclusion as the boomertubers which makes you the same goycattle. Probably worse since you think youre apart from the rest. Again put your money where your mouth is. Rack up a bunch of credit card debt and use leverage to get your unlimited money reward
>>62599014I haven't frequented boomer tube for the better part of a decade, and back then it was already 90% bot viewed and bought scubscriptions to game the algorithm and scam advertisers: I suppose its now 99%.>P-please expand credit, have demand for a loan>h-how about you take a 50 year loan at 9% to gambleIts over. The cheat codes to expand credit that prevented the collpase in the mid 1950s (50% active population, so lets get women into the workforce), 1970s (oh shit our currency backing is killing us, lets go full retard fiat), 2008/20 (BE AFRAID — let the state expand credit) are used up; and ironically it overlaps again with 50% active population to total population; the currency backing of public ponzi bonds being worth toilet paper and the state trying to go full communism meeting a population tht has 0 incentive to keep cooperating.State failure, triggered by a retarded ponzi.Should have listened to Jamie in 22 and put interest up to 9% and deflate. Now its just die
