mark2012

    • mark2012mark2012
      ·12-22
      Would believe Burry if he didn't have an interest on making the NVDIa price fall so he makes money . It seems like his rational for the pricedrop is changing, first it was circular buying, then it was false accounting,, now it lack of power in the US. He is starting to sound a bit desperate in trying to talkthe pricedown.[Miser]  [Facepalm]  

      Michael Burry Says China Has Structural Edge In AI As Nvidia's 'Power Hungry' Chips Outpace US Energy Grid

      Michael Burry warned that China's rapidly accelerating power infrastructure gives it a structural edge in the AI race.
      Michael Burry Says China Has Structural Edge In AI As Nvidia's 'Power Hungry' Chips Outpace US Energy Grid
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    • mark2012mark2012
      ·12-18
      Yeah and I will buy it[Miser]  not all of it of course [Happy]  

      Form 4 | NVIDIA Director Harvey C Jones sold 250,000 Shares.

      NVIDIA Director Harvey C Jones sold 250,000 shares of Common Stock on December 15, 2025, at an average price of $177.3338 per share. After the sale, he indirectly holds 6,933,280 shares through the...
      Form 4 | NVIDIA Director Harvey C Jones sold 250,000 Shares.
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    • mark2012mark2012
      ·12-15
      Dont know what this srticle is even talking about.Nvidia is performing and are making record sales. It will never be enough. The talked negative sentiment is probably to scoop up cheaply priced NVDA stock.

      Wall Street Anticipates Potential AI Bubble and Considers Triggers

      Despite the ongoing influx of investments, there is increasing skepticism about the sustainability of this momentum.
      Wall Street Anticipates Potential AI Bubble and Considers Triggers
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    • mark2012mark2012
      ·12-13
      Oh well that's life. Don't panic , it's only unverified reports. 

      Oracle Shares Drop over 5% as Some Oracle Data Centers For OpenAI Delayed To 2028 From 2027

      Oracle Shares Drops over 5% as Some Oracle Data Centers For OpenAI Delayed To 2028 From 2027.
      Oracle Shares Drop over 5% as Some Oracle Data Centers For OpenAI Delayed To 2028 From 2027
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    • mark2012mark2012
      ·12-13
      "To every stock there is a season"????? Who writes this dribble?  A little volatility and the lightweights drop their     toys and  run to the hills.  Then the price rises a few $$ turns around and it's the best thing since the invention of the wheel.  Missing a target that some anonymous analyst.     chose  doesn't mean its the the tech apocalypse. [Happy]  [Smile]  [LOL]  these headlines are obvious najed attempt of market manipulation . Its definately a laugh

      To Every Stock There Is A Season: Traders Turn, Turn, Turn Out Of Tech

      Investors are ditching high-flying AI darlings for the reliable blue-chip giants of the Dow.
      To Every Stock There Is A Season: Traders Turn, Turn, Turn Out Of Tech
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    • mark2012mark2012
      ·12-10
      I think China feels insulted, I must admit ,I don't blame them. So I guess they will just make their own chips and just steal NVIDiAs IP.

      China to Limit Access to Nvidia's H200 Chips Despite Trump Export Approval, FT Reports

      Beijing is set to limit access to Nvidia's advanced H200 chips despite U.S. President Donald Trump's decision to allow the export of the technology to China, the Financial Times reported on Tuesday,...
      China to Limit Access to Nvidia's H200 Chips Despite Trump Export Approval, FT Reports
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    • mark2012mark2012
      ·12-09
      $NVIDIA(NVDA)$  they haven't, it's only  market sentiment, ie NVDIA is  performing financially better than ever. It is probably because of negative headlines such as these  put out by analysts whoose  firms  want to buy these shares at a bargain after spooking the market.

      Why Nvidia and Other AI Stocks Have Lost Their "Quality" Status

      Are the big AI companies giving up their status as the highest caliber stocks in the market?The question is at the heart of a debate about "quality" companies that has left two popular ETFs with wildly different performance after one ditched Nvidia and most of the rest of Big Tech.The $48 billion iShares MSCI USA Quality Factor and Invesco's $15 billion S&P 500 Quality specialize in what the investment industry has dubbed quality companies. The exchange-traded funds invest only in companies that show they are safe and steady on financial measures including high profitability and low leverage.In Nvidia's case, there has been a jump in working capital as rapid sales growth has led to immediate costs, while payments from customers lag behind. In the latest quarter, money owed by customers, known as accounts receivable, leapt by $16 billion from the year before, to $33 billion, while money owed to suppliers, accounts payable, rose only $3 billion, to $8 billion. The gap between the two h
      Why Nvidia and Other AI Stocks Have Lost Their "Quality" Status
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    • mark2012mark2012
      ·11-26
      You tell them NVidia, your GPUs are so advanced you are not allowed to sell them to China, Google is just now trying their hand at Processor manufacture. Good luck to them. Maybe with the extra cash Nvidia should move in on Google's key business.  As for Michael Burry, whatever his name is, he may have been right about 2008. But a broken watch is also right 2 times a day. He lost his fund and is now trying to sell his publication, so he needs to make a splash.  

      Nvidia Says Its GPUs Are a "Generation Ahead" of Google's AI Chips

      Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street’s concerns that the company’s dominance of AI infrastructure could be threatened by Google’s AI...
      Nvidia Says Its GPUs Are a "Generation Ahead" of Google's AI Chips
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    • mark2012mark2012
      ·11-26
      What is to stop Nvidia making TPU chips to? The market gets jittery over everything.  Anyone needs to just  look at NVDia's balance sheet as they have the capital  and expertise and experience in chip design  to move into and dominate in that area as well.  

      AI Daily: Nvidia slips on report of Meta considering Google TPU chips

      Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily r...
      AI Daily: Nvidia slips on report of Meta considering Google TPU chips
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    • mark2012mark2012
      ·11-25
      Michael is just trying to stay in the public eyes so he can sell his newsletter, given he had to close his fund.[Happy]  so he was right in 2008, so what? Nvidia will do well.  They shoukd just state this and keep up with the great results and ignore the critics. 
      Sorry, this post has been deleted
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