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Analyslop. How apropos.

Thanks for your reporting. I'm here for it. I'm retired now from AMD. I'm on a fixed income now and can't afford to subscribe yet but I'm working on it.

Just a tiny bit of anecdata - my son in laws company (that he worked for) was bought by Nvidia over Xmas He said they had a engineering meeting to discuss benchmarking results Nvidia "mmm why are your results so poor compared to ours" SIL "oh you do your benchmarking like that!!! "

> I begin to wonder whether everybody got where they were not through any actual work but by making the right noises. In other words, behaving exactly like LLMs

I'm not great at this, but looking at funding vs valuations in the disclosed funding rounds, they've sold off like 55% of the company by now? Obviously that assumes the investments happen.

Citrini Research's piece has no factual basis and is pumped full of outright lies. It's a scary story (science fiction, to quote @punkey.org) - that says all the right buzzwords, and ingests and regurgitates every AI booster half-truth and falsehood ad verbatim. www.wheresyoured.at/on-nvidia-an...

as for the commitment to TSM, there was an article a month or so ago about the TSM CEO talking to their customers' customers before committing to their massive Capex plans. They demand guarantees from nvda, who no doubt demand guarantees from hyperscalars, who can't use bankruptcy as an escape.

$21B is not much inventory for them, it's less than one month of revenues at this point, & probably includes things like chips & modules that can't ship until they are assembled (maybe waiting for DRAM?), but still have to be included somewhere on the balance sheet. Seems kind of low, actually.

$68B revenue and AR $38B? I don't know how these kind business run but that is like, crazy out of scale. Maybe that is normal for this type of biz but given the situation one would be worried about collecting. For us a small org, a huge red blinking light is big AR.

My lousy financial planner is going to have SO much fun with us when we meet in a few weeks thanks to you!

“Anal? Y slop?” - tops when the bottom forgets to clean out yeah I’m sorry.