Jensen Huang's Misdirection Play: What NVIDIA's Earnings Call Didn't Want You to See скачать в хорошем качестве

Jensen Huang's Misdirection Play: What NVIDIA's Earnings Call Didn't Want You to See

NVIDIA just reported Q4 revenue of $68.1 billion, beating estimates by nearly $2 billion. But the 10-K tells a different story: gross margins compressing, operating expenses up 41%, inventories doubled, and $95 billion in forward supply commitments. Jensen staged a CNBC exclusive of Vera Rubin right before earnings to distract from what's buried in the filing. I break down the misdirection, the circular financing, the China problem, and why "tokens per watt" is a late-stage bubble KPI. 📩 Get the numbers behind the AI bubble: https://drjoshcsimmons.kit.com/f83115... ⏱ Timestamps: 0:00 - The Pickpocket Play: How Jensen Staged the Distraction 0:36 - The Numbers: $68.1B Revenue, But at What Cost? 2:02 - Late-Stage Bubble Signals in the 10-K 4:27 - China Revenue Goes to Zero 5:57 - Vera Rubin: The Misdirection 8:10 - Why "Tokens Per Watt" Is a Bubble KPI 9:02 - CUDA Is the Minivan (And Competitors Are Building Sports Cars) 10:50 - Free Cash Flow Isn't What You Think 11:23 - A Bubble Doesn't Pop When Revenue Drops 🔔 Subscribe for AI financial analysis that follows the money, not the hype.