by 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
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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