Roger Schutte on Trump wants Cook at Nvidia - 'Michael, your last line depends a lot on what you count as an AI chip. Are you including Google’s TPU + Amazon’s Trainium + AMD’s MI series chips in that pool? How about Apple’s AI capable Mx + Ax series chips in Mac’s the past 5 years and iPhones the past 3-4 years? Are you counting chips or company gross revenues? If so, probably should exclude the memory Nvidia buys and resells with their gpu’s. They mark up memory by 300-500%.'
on Premarket: Apple is green - 'All I know is that I’m happy I unsubscribed to MS365 Family Plan after I retired. All Apple for their Office/Creative apps for me. No Microsoft outage disruption impact for me.Talk to me, friends. Happy Friday!'
on Trump wants Cook at Nvidia - '”Are you buying NVIDIA shares at this price?” I know for certain that I am not. Of course, that’s been my position for the last couple years, so should be no surprise to anyone here. The AI bubble has burst. It’ll start showing up in the June quarter earnings reports. First, NVDA’s revenue is suspect because it is financing its customers, who otherwise couldn’t obtained financing by either debt or equity. Eliminate circular financing from Nvidia’s books and its revenue takes a huge hit. Equity financing is going to disappear as the scale of circular financing becomes apparent. Secondly, WHithout debt or equity financing, and Nvidia’s sponsored circular debt, a great deal of Nvidia’s backlog will vanish as will investor sentiment. The decline in NVDA (39% YoY) is going to seriously impair equity expansion of Nvidia AND its customers. I’m forecasting that Anthropic’s IPO is going to be a bust. Investors are going to want the shares, but aren’t going to pay the asking price. Look at what’s happening with Musks highly speculative offerings. Three, Huang’s very questionable conduct, rubber stamped by Nvidia’s BoD, leaves it open to severe regulatory scrutiny. This is probably the biggest over hang weighing upon the company. Companies with adults in charge will weather the coming turmoil better than most, but they will be negatively impacted nevertheless. I see a lot of investor lawsuits hitting the courts in the next couple of months, alleging all kinds of malfeasance by Huang, Nvidia’s BoD and its oversight committees. Jensen Huang isn’t solely responsible for what’s about to happen to the AI industry, but he is going to speed the collapse of AI as an investment. As a result of all this, investor dollars previously headed to Nvidia (and TSMC, MU, SK Hynex, Samsung,) will be diverted to others with little to no exposure to the over inflated AI hype. I think Apple will be at the top of that list.'
on Trump wants Cook at Nvidia - '@Robert: Not buying any shares. Quite the scandal with the 007 spying aspect if that turns out to have any validity. At the very least, he certainly violated every HR rule in the book. Very disappointing. Nvidia will go on. But quite the hit to their market cap which dropped as fast as Sonny Liston in his second title fight against Cassius Clay known as the “Phantom Punch.”'
on Premarket: Apple is green - 'I’m watching other AI-related earnings results. According to CFRA, Cisco reported Q1 FY27 revenue that was up year-over-year 24%. This represents the strongest revenue growth in 15 years. The AI trade is definitely creating revenue growth in key tech sectors and this will continue no matter the headlines about NVIDIA. How does this impact Apple? Simply put, those of us that work with AI solutions need new stuff and this year especially Apple brings the goods.'
on Premarket: Apple is green - 'I think – maybe he was mainly the dealer to the hyperscalers addicted to their own hype. Nvidia was their drug of choice. (It really doesn’t pay to invest in your own Ponzi scheme! 🙁 )'
on Trump wants Cook at Nvidia - 'Oh boy! NVIDIA announces earnings on November 17, next Tuesday. Gruber: “They should sell tickets to this one.” Amen to that!'
on Trump wants Cook at Nvidia - 'Dang it. Just when Mr. Cook’s incessant kissing of This President’s filthy ring is finally getting less air time, he has to remind everyone all over again that Mr. Cook was (still is?) part of the sycophant crowd lined up to apply the lips…. It’s a good reminder that if you kiss filth, your lips can end up wearing filth. And yes, it will attach itself to Apple.as well.'
on Trump wants Cook at Nvidia - 'Bart, I see this succession as a 2 step process. The first CEO probably needs to come in from outside the organization and needs to clean up the house. Right now, that looks like a real dirty job that many won’t have the stomach for. That is a totally different skillset than someone who needs to be more of a products/visionary person. For NVDA, it would be nice if they could get both in the same person but there aren’t many out there who can do both. I agree and hope that Cook and Srouji don’t get offered the job and if offered, decline the offer. Srouji, while he has probably dealt with politics at Apple over the years, will be a whole different political league dealing with all the stuff at NVDA and so I don’t think he would do it. After having stepped back at Apple, I don’t Cook will want the headache of dealing with the mess at NVDA right now. But since I really don’t know either of these guys, who knows what they will do.'
on Trump wants Cook at Nvidia - 'I heard a rumor that Musk will hire Huang for TeslaSpaceX. Will part of that deal require Huang to divorce his wife and start fathering babies with willing nubile females?'
on Trump wants Cook at Nvidia - 'Jeez, you just can’t make this poop emoji up, it’s getting worse: Reuters: Former Nvidia CEO Huang had a relationship with a second employee, sources say Ousted Nvidia CEO Jensen Huang had an intimate relationship with a second employee, according to two people familiar with the matter, Reuters has learned. “The revelation follows two other extramarital affairs that led to his resignation Thursday. The two women are Alice Huang, who US intelligence suspects of being a Chinese spy, and Kimberly Powell, Nvidia’s vice president of health care. Reuters is not naming the second employee. Attempts to reach the woman were not successful. Nvidia declined to comment. Powell, Jensen Huang, and a representative for Nvidia’s board did not reply to requests for comment. Alice Huang could not be reached for comment. Jensen Huang admitted to an affair in a November 8 statement following the reports of his relationship with Alice Huang, without referring to her by name.” “The former Nvidia CEO’s decision to resign from the company could disrupt the AI industry that he helped shape. Nvidia has used its financial strength to help create an industry around AI through complex financial arrangements that ease the purchase of the company’s chips. It has backed cloud computing companies and AI labs in order to do so.” Excerpt From “Former Nvidia CEO Huang had a relationship with a second employee, sources say” Max Cherney, Krystal Hu, Alexandra Alper, Deepa Seetharaman Reuters https://apple.news/ABDnx3G05QoqCLsyByjLt8A This material may be protected by copyright.'
on Trump wants Cook at Nvidia - 'As usual, djt is a complete buffoon. Stop paying attention this clown.'
on Trump wants Cook at Nvidia - 'Wow Bart, you are damn good. I am glad that I am a member of this group!'
on Trump wants Cook at Nvidia - 'Only a WAG, but Tim is in the process of retiring. It is highly dubious he would even consider a ludicrous move like this. Your Ai may differ! Cheers to moi et tu.'
on Trump wants Cook at Nvidia - 'That’s the dumbest idea I’ve heard out of Pedos mouth this week, and that’s saying a lot. Stay in your lane, dipshit.'
