Art degree morons as usual can’t understand the Accounting abstractions… think NVDA has to be shipping the REAL units to where the Accounting ABSTRACTIONS are recorded…Like I guess they think we’re importing 0B net of Guinness, Jameson and potatoes from Ireland…It’s the same as the current Trump “tariffs!” womanish soap opera… A LOT of people are going to get that wrong for the same reasons…Looks like $NVDA GPUs have never been physically in Singapore ⚠️So, according to $NVDA 10-Q disclosures “For example, most of the shipments associated with Singapore revenue went to either the United States or Taiwan in the first quarter of fiscal year 2025.”Guess what..… https://t.co/n0Wr9IEz8M pic.twitter.com/plgg6ZdA7K— JustDario ?♂️ (@DarioCpx) June 29, 2024
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
Jeremy Smith writes UK workers’ pay over 6 years – just about keeping up with inflation (but one sector does much better…)
Robert Vienneau writes The Emergence of Triple Switching and the Rarity of Reswitching Explained
Lars Pålsson Syll writes Schuldenbremse bye bye
Robert Skidelsky writes Lord Skidelsky to ask His Majesty’s Government what is their policy with regard to the Ukraine war following the new policy of the government of the United States of America.
Art degree morons as usual can’t understand the Accounting abstractions… think NVDA has to be shipping the REAL units to where the Accounting ABSTRACTIONS are recorded…
Like I guess they think we’re importing $300B net of Guinness, Jameson and potatoes from Ireland…
It’s the same as the current Trump “tariffs!” womanish soap opera… A LOT of people are going to get that wrong for the same reasons…
Looks like $NVDA GPUs have never been physically in Singapore ⚠️
So, according to $NVDA 10-Q disclosures “For example, most of the shipments associated with Singapore revenue went to either the United States or Taiwan in the first quarter of fiscal year 2025.”
Guess what..… https://t.co/n0Wr9IEz8M pic.twitter.com/plgg6ZdA7K
— JustDario ?♂️ (@DarioCpx) June 29, 2024