This is what happens when highly confident uneducated people read slop from other uneducated people with an agenda (Twitter, Burry et al) and then regurgitate more slop.
There is no circular funding. There’s certainly circular speculation that is driving up the prices but the revenues are all accounted.
The DSO change is meaningless if you understand accounting.
The inventory building up is the cost of materials and incomplete inventory. It’s not chips sitting around waiting to be deployed.
> holding ~120 days of inventory seems like a huge capital drag to me.
Yeah I guess this guy who knows nothing about running a business like Nvidia is allowed to make confident statements like this despite no education or experience.
This article is garbage and he wasted his 48 hrs investigating the same things I read in another worthless tweet several weeks ago.
Are partially processed wafers on Nvidia's balance sheet or TSMC's? Or are you saying Nvidia is holding sawn die in inventory? Confused as to what state the product might be in for it to make sense to hold for 4 months when supposedly you can sell everything you make.
They are on nvidias balance sheet. You also don’t sell freshly baked chips the way you do cookies. Just because they are hot out of the oven doesn’t mean you sell it right away.
What specific impact do you think that would have on this study? Do you think vaccines prior to Nov-2021 were safe and they were unsafe after? Do you think short term results, captured after Nov-2021 are more relevant than inclusive results prior?
The target trial emulation specifies "individuals deceased or vaccinated during the 6 month grace period between the index date and the effective start of follow-up" as an exclusion criteria
They define unvaccinated as anyone in the study who didn't get their first dose by Nov 2021. That feels like a pretty tight window to me. I don't think they checked to see if those "unvaccinated" people got vaccinated during the 4 year followup, especially given the mandates that forced people to get them.
It's the full vaccination rate; as of Dec 1 2021 it was 69.89%. A month later (i.e. those Nov folks are getting their second dose) it's 74%; latest number on the chart is 78.44%.
How would they calculate 4 year all-cause mortality on people who got vaccinated after Nov 2021? In case you haven't looked at a calendar recently, it's December 2025 now.
Maybe you were a special group? I know some government workers who interacted with the public regularly got it early. Most people I know started getting it around March or April 2021.
If you "know" that a study whose title you are predisposed to disagree with has "BS" in it, something tells me no amount of scientific evidence is going to persuade you.
I bought 64 GB DDR4 RAM for $189 in 2022. The exact same memory is now almost $600 on Amazon. How can this not impact PC sales and the sale of other electronics?
> I will not comment on motives, but DOGE absolutely shredded the safeguards and firewalls that were created to protect privacy and prevent dangerous and unlawful aggregations of sensitive personal data.
Here's one example. Have you not been following DOGE? You do come off like you're disingenuously concern trolling over something you don't agree with politically.
> You do come off like you're disingenuously concern trolling over something you don't agree with politically.
Beyond mere political alignment, lots of actual DOGE boys were recruited (or volunteered) from the valley, and hang around HN. Don't be surprised by intentional muddying of the waters. There are bunch of people invested in managing the reputation of DOGE, so their association with it doesn't become a stain on theirs.
If this AI bubble bursts and the anticipated demand evaporates, this will be one of the biggest debacles in the history of American business, akin to New Coke.
This is extremely regressive and means that lower income people will be forced to shed their assets every year to avoid paying this unrealized gains tax. This means they will NEVER get the chance to accumulate generational wealth by holding onto stocks or other assets that have the capability of increasing tremendously like real estate.
It means they will need to sell their assets in order to pay this tax and only rich people will be able to afford holding onto assets long enough to become very rich.
It’s stupid, regressive and the Netherlands will learn a great lesson. The other thing that makes me laugh is that no other taxes are going down so this is a straight up tax hike on top of every other the Dutch pay.
There is no circular funding. There’s certainly circular speculation that is driving up the prices but the revenues are all accounted.
The DSO change is meaningless if you understand accounting.
The inventory building up is the cost of materials and incomplete inventory. It’s not chips sitting around waiting to be deployed.
> holding ~120 days of inventory seems like a huge capital drag to me.
Yeah I guess this guy who knows nothing about running a business like Nvidia is allowed to make confident statements like this despite no education or experience.
This article is garbage and he wasted his 48 hrs investigating the same things I read in another worthless tweet several weeks ago.
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