Value investor with some opinions. Registered Independent. I mock BOTH parties... especially YOURS. My name is Mark B. Spiegel. https://xitter.twitterapi.xyz/t.co/iVzhUmkFI8
Joined October 2020
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RT @QTRResearch: every single $NVDA sales practice, revenue recognition policy and outside vendor is about to get a massive enema. odds thaโฆ
"Dan Ives: Talking about replacing Nvidia's Jensen Huang is comedy" cnb.cx/4AbI0ag
The best thing about the upcoming market crash is that this clown will become a future punchline for sell-side cheerleading stupidity.
Now we'll learn how many illegal sales contributed to $NVDA's amazing margins & revenue growth.
Stanphyl Capital ๐บ๐ธ ๐ฎ๐ฑ ๐บ๐ฆ retweeted
Morons on CNBC. The controversy isn't the affair. It's massive red flags being raised about a revenue segment that was 22% of rev in Q2. Multiple contraction wont come from Jensen's wang. It'll come from digging into Singapore. It will be excruciatingly scrutinized now...
As a 2x Bill Clinton voter (who would happily vote for him a 3rd time!) I *despise* today's Democratic party, yet Musk & Trump are making me very happy it just won Congress in a landslide.
This "peace" negotiation is going NOWHERE.
If Musk continue to throttle Starshield then Congress must IMMEDIATELY take control of the system, as Musk is acting contrary to interests of U.S. foreign policy.
The U.S. government PAYS for Starshield. It's not a gift from Musk.
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This "peace" negotiation is going NOWHERE.
If Musk continue to throttle Starshield then Congress must IMMEDIATELY take control of the system, as Musk is acting contrary to interests of U.S. foreign policy.
The U.S. government PAYS for Starshield. It's not a gift from Musk.
Too many Huang defenders miss why he MUST go:
It's not that he cheated on his wife multiple times or even that he unknowingly fell for a Chinese spy...
It's that he turned a blind eye to $NVDA illegally exporting chips & chip capacity to China.
HE IS A NATIONAL SECURITY RISK.
If Nvidia's board doesn't fire Huang, Congress must IMMEDIATELY take control of the company. Would you prefer THAT, $NVDA shareholders???
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Stanphyl Capital ๐บ๐ธ ๐ฎ๐ฑ ๐บ๐ฆ retweeted
Guess throttling Starshield for Ukraine, again, was the gift that Witkoff and Kushner brought to Moscow today.
Received briefings from Minister of Defense of Ukraine Yevhenii Khmara and Commander-in-Chief of the Armed Forces of Ukraine Mykhailo Drapatyi. Unfortunately, our units have been recording significant disruptions to Starshieldโs operations over the territory of Ukraine for several days now โ along the entire front line and in the temporarily occupied territories of Ukraine. Specifically, systematic speed restrictions are being imposed on Starshield, limiting it to 161 kilometers per hour (100 miles per hour). The Ukrainian military have already investigated the circumstances, and these are not random errors but systematic speed restrictions. For us, this primarily means a significant complication in intercepting Russian jet-powered drones. Unfortunately, there have already been strikes that got through because our interception systems cannot reach sufficient speeds and are unable to intercept in time. Unfortunately, this is helping the Russians kill more Ukrainians and carry out more accurate strikes against Ukraine. We are trying to establish all the circumstances with the American side.
Stanphyl Capital ๐บ๐ธ ๐ฎ๐ฑ ๐บ๐ฆ retweeted
WSJ: "As recently as the summer of last year, Singapore was officially one of Nvidiaโs biggest markets, generating 22% of the chip makerโs revenue. Then, practically overnight, it disappeared from the companyโs financial disclosures. Investors deserve to know why, and Nvidia needs to start explaining, with or without Jensen Huang at the helm. The timeline indicates that Nvidia altered its methodology for reporting the geographic breakdown of its revenue shortly after placing Megaspeed International on an internal block list. It isnโt clear if the two are related, but the shift had the effect of removing visibility into Nvidiaโs sales tied to Singapore. That is the home to Megaspeed, the cloud-computing company embroiled in a sex-and-espionage scandal that has engulfed Nvidia and its chief executive."
wsj.com/business/earnings/nvโฆ
Stanphyl Capital ๐บ๐ธ ๐ฎ๐ฑ ๐บ๐ฆ retweeted
Is your girlfriend a Chinese spy? Know the signs!
Yup, this is from 2024. $TSLA & $SPCX are 900% overvalued and have the worst corporate governance in history.
Any fiduciary who owns either of those stocks deserves to be sued into oblivion when they (inevitably) collapse.
Wait what?
Musk had relationships with several women at SpaceX, report reveals independent.co.uk/news/worldโฆ
Stanphyl Capital ๐บ๐ธ ๐ฎ๐ฑ ๐บ๐ฆ retweeted
The Ford Edsel is the most famous flop in automotive history. Ford sold 116k in two years.
Tesla sold just over 70k Cybertrucks in three years, and now @ElonMusk is scrapping it.
Musk promised 250k Cybertrucks a year but he couldn't even beat the Edsel.
A total failure.
I'm taking a rare victory lap on this post from 4 days ago, ONLY because so many fuckheads in the comments insulted me for posting it, lol.
I wouldnโt be surprised if Jensen is soon gone from $NVDA.
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Stanphyl Capital ๐บ๐ธ ๐ฎ๐ฑ ๐บ๐ฆ retweeted
NVIDIA CEO JENSEN HUANG HAD SECOND ALLEGED AFFAIR WITH COMPANY EXECUTIVE
Nvidia ($NVDA ) CEO Jensen Huang reportedly had an extramarital relationship with Kimberly Powell, the company's VP of Healthcare, according to five former employees cited by The New York Times.
The two were reportedly seen being affectionate at Nvidia's March conference, raising potential conflict-of-interest concerns.
The allegations emerge as Nvidia's board investigates Huang's separate affair with a woman US intelligence identified as a suspected Chinese spy.
Nvidia declined to comment on the new report.