# ![@kakashiii111 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1296211919653736450.png) @kakashiii111 Kakashii

Kakashii posts on X about ai, $nvda, open ai, accounting the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1296211919653736450/interactions)
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### Mentions: [--] [#](/creator/twitter::1296211919653736450/posts_active)
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- [--] Week [--] +34%
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### Followers: [------] [#](/creator/twitter::1296211919653736450/followers)
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- [--] Week [------] +0.72%
- [--] Month [------] +3.20%
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### CreatorRank: [-------] [#](/creator/twitter::1296211919653736450/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296211919653736450/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  72.41% [stocks](/list/stocks)  #4624 [finance](/list/finance)  37.24% [countries](/list/countries)  11.03% [products](/list/products)  2.76% [automotive brands](/list/automotive-brands)  2.07% [celebrities](/list/celebrities)  0.69% [social networks](/list/social-networks)  0.69% [travel destinations](/list/travel-destinations)  0.69% [cryptocurrencies](/list/cryptocurrencies)  0.69%

**Social topic influence**
[ai](/topic/ai) 17.24%, [$nvda](/topic/$nvda) #91, [open ai](/topic/open-ai) #2984, [accounting](/topic/accounting) #398, [microsoft](/topic/microsoft) #855, [meta](/topic/meta) 7.59%, [oracle](/topic/oracle) 7.59%, [gpu](/topic/gpu) #55, [china](/topic/china) 6.21%, [money](/topic/money) 5.52%

**Top accounts mentioned or mentioned by**
[@pandadaytona](/creator/undefined) [@aq_lp0](/creator/undefined) [@froehlichthors1](/creator/undefined) [@readfuturist](/creator/undefined) [@bergvikjohnny](/creator/undefined) [@mojo_flyin](/creator/undefined) [@carl_invests](/creator/undefined) [@joshfrps](/creator/undefined) [@alphanalyst](/creator/undefined) [@artkeller](/creator/undefined) [@bannerview](/creator/undefined) [@poezhao0605](/creator/undefined) [@robeducated](/creator/undefined) [@edzitron](/creator/undefined) [@startrunretire](/creator/undefined) [@cyqotek](/creator/undefined) [@zh34837](/creator/undefined) [@jg_nuke](/creator/undefined) [@friedmandave](/creator/undefined) [@pkg999](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Apple, Inc. (AAPL)](/topic/$aapl) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Metadium (META)](/topic/$meta) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Why Does Singapore Need $3B Worth of GPU Shipments in January Breaking All Previous Records Taiwan's Official Customs Administration released this morning (February 10) the official export/import data for January [----] revealing stunning statistics: Singapore imported $3B worth of GPUs in January breaking all previous records and showing an UNUSUAL increase of 247% QoQ (). Singapore recorded second place just below the US's imports similar to December data. In December Singapore imported $1.3B worth of GPU shipments while the US imported $16B worth of GPU/TPU shipments. In January Singapore"  
[X Link](https://x.com/kakashiii111/status/2021015013952192543)  2026-02-10T00:15Z 30.6K followers, 41.7K engagements


"Remember I raised Metas CIP and the off balance sheet Datacenter $27B deal with Blue Owl. Oh well EY seems to have concerns as well. Maybe Meta should hire PwC San Jose. $META Metas auditor EY raised concerns over a $27 billion data-center deal moved off the companys balance sheet into a joint venture with Blue Owl. While EY approved the treatment it labeled it a critical audit matter signaling high judgment and risk. Lawmakers and $META Metas auditor EY raised concerns over a $27 billion data-center deal moved off the companys balance sheet into a joint venture with Blue Owl. While EY"  
[X Link](https://x.com/kakashiii111/status/2021658108754636965)  2026-02-11T18:50Z 30.6K followers, 12.1K engagements


"@BrookCpa yes. not the first time"  
[X Link](https://x.com/kakashiii111/status/1928063554797646014)  2025-05-29T12:19Z 30.5K followers, [----] engagements


"Wiwynns margin miss is no surprise. Nvidia is squeezing every single one of its partners in order to maximize its own margins. Read my article below to understand more: https://t.co/asvN0Nv2MA https://t.co/asvN0Nv2MA"  
[X Link](https://x.com/kakashiii111/status/2011063087873368099)  2026-01-13T13:09Z 30.6K followers, [----] engagements


"Well Written My next post will explain in more detail (in addition to my previous posts on CoreWeave Nvidia) the very special relationship between Nvidia and CoreWeave. Just do not call them related parties or another circular deal Yes the $NVDA lifeline is very much just delaying $CRWV 's eventual bust. The $2B new capital injection exposes a critical accounting paradox and signals increasing stress in circular AI investing. From an accounting and capital allocation perspective Nvidia has [--] interest in Yes the $NVDA lifeline is very much just delaying $CRWV 's eventual bust. The $2B new"  
[X Link](https://x.com/kakashiii111/status/2016539997210542451)  2026-01-28T15:52Z 30.4K followers, [----] engagements


"Microsofts 10-Q for the quarter ended December [--] [----] provides lots of creative and fascinating accounting tricks. For example: Microsoft has increased its Property and Equipment remaining in Accounts Payable by $4.5B QoQ sitting on a massive $23.1B that has to be paid someday I guess. This coincidentally almost aligns with the increase in Microsofts total accounts payable which grew to $37.32B. Microsofts net cash from operations minus purchasing heavy depreciation GPUs and Equipments equals $5.9B. Without NVIDIA and their special bill-and-hold agreement it would be closer to $1B. Now we"  
[X Link](https://x.com/kakashiii111/status/2016635258696003937)  2026-01-28T22:11Z 30.4K followers, 115.8K engagements


"Can someone explain to me how Meta is going to finance total expenses of $162169B of which $115135B is CapEx when Metas income has been flat YoY and is expected to remain the same in [----] How much debt senior notes SPVs and so on will Meta need for that"  
[X Link](https://x.com/kakashiii111/status/2016653510105084033)  2026-01-28T23:23Z 30.5K followers, 94.5K engagements


"I really hope for Zuck and Metas investors that we wont see any economic downturn or recession in the next one or two years. If all is executed well and no one stops Zuck Meta is going to sit on $100125B in debt by the end of [----] a fourfold to fivefold increase in just two years. If all is executed well and no one stops Zuck Meta is going to sit on $100125B in debt by the end of [----] a fourfold to fivefold increase in just two years"  
[X Link](https://x.com/kakashiii111/status/2016794253834539426)  2026-01-29T08:43Z 30.5K followers, 10.1K engagements


"An IPO is the way private investors can exit. xAI merging with SpaceX in order to go public is not a surprise and is actually something I expected though I initially thought it would be with Tesla and xAI. That said an IPO of SpaceX is probably a better way to raise money for more GPUs and to provide an exit for investors. This year all the AI companies will aim to IPO. JUST IN: Elon Musk's SpaceX in talks to merge with xAI before IPO Reuters reports. https://t.co/wZxqC8DiU9 JUST IN: Elon Musk's SpaceX in talks to merge with xAI before IPO Reuters reports. https://t.co/wZxqC8DiU9"  
[X Link](https://x.com/kakashiii111/status/2016980398492827980)  2026-01-29T21:02Z 30.4K followers, 14.2K engagements


"OpenAI and NVIDIA OpenAI is (too big to fail) OpenAI is (too big to fail)"  
[X Link](https://x.com/kakashiii111/status/2017589487568552249)  2026-01-31T13:23Z 30.5K followers, [----] engagements


"It just amazes me that Oracle (and some others) which are deep into this AI buildout wont give up NVIDIA GPUs but will lay off jobs"  
[X Link](https://x.com/kakashiii111/status/2017692591270121823)  2026-01-31T20:12Z 30.5K followers, 29.8K engagements


"Google amazed Wall Street and its competitors by announcing a historic capex of $175 to $185 billion and it seems that Pichai is officially comfortable entering Google into the Age of Debt alongside Meta Oracle Microsoft and some other companies. I hope he knows that investors will not like any decrease in Googles buyback program. We can therefore expect at a minimum the same $70 billion share repurchase program to be announced in April [----] as in the last two years which would bring Google to a historic annual spend of at least $250 to $260 billion. And I hope Pichai has some good banker"  
[X Link](https://x.com/kakashiii111/status/2019381278491975934)  2026-02-05T12:03Z 30.6K followers, 36.9K engagements


"@joshfrps Once announcing higher capex could boost a companys stock price. Not anymore. The real question now is who will be the first to blink and cut capex or halt spending"  
[X Link](https://x.com/kakashiii111/status/2019384914584707433)  2026-02-05T12:17Z 30.5K followers, 12.7K engagements


"On January [--] [----] Microsoft revealed that its RPO stood at $625 billion about 45% of which is attributed to OpenAI equal to approximately $250 billion. First I am not sure why anyone was surprised by this number as it was already revealed back in October [----] as part of the new agreement between Microsoft and OpenAI. Second while we are all concerned about the non-binding agreements promises and PR that Scam Altman gives away to everyone like Santa on an exclusive and historic trip to hand out free money the commitment that OpenAI has to Microsoft most of it at least should be used. I hope"  
[X Link](https://x.com/kakashiii111/status/2019398486005834168)  2026-02-05T13:11Z 30.4K followers, 10.4K engagements


"Amazon 200B capex. Who will blink first Stay tuned. @joshfrps Once announcing higher capex could boost a companys stock price. Not anymore. The real question now is who will be the first to blink and cut capex or halt spending. @joshfrps Once announcing higher capex could boost a companys stock price. Not anymore. The real question now is who will be the first to blink and cut capex or halt spending"  
[X Link](https://x.com/kakashiii111/status/2019536789128507523)  2026-02-05T22:21Z 30.4K followers, [----] engagements


"Now do $200B in CapEx. Amazon to negative cash flow"  
[X Link](https://x.com/kakashiii111/status/2019608700676452709)  2026-02-06T03:06Z 30.4K followers, 16.6K engagements


"I hope Amazon put some cash aside for this Now do $200B in CapEx. Amazon to negative cash flow https://t.co/lZ9haV26OB Now do $200B in CapEx. Amazon to negative cash flow https://t.co/lZ9haV26OB"  
[X Link](https://x.com/kakashiii111/status/2019613218805534824)  2026-02-06T03:24Z 30.5K followers, 25.3K engagements


"Just after announcing the mega $200B Capex plan and filing the 10-K Amazon prepares the ground by filing an S-3 Mixed Shelf joining Oracle. I expect more companies to follow soon"  
[X Link](https://x.com/kakashiii111/status/2019758193035899329)  2026-02-06T13:00Z 30.6K followers, 42.2K engagements


"Remember how I emphasized the H20 accounting numbers back in Q1 [----] Here is a direct quote from me: But let me say this again: Ive never seen anything this questionable. This is the greatest accounting engineering I have ever seen. Thanks to Olga Usvyatsky for bringing this to my attention and for writing a great Substack article on this SEC letter among others. I will post the article in the replies. Apparently this also caught the SECs attention. In July [----] the SEC issued comments to Nvidia seeking clarity on why stripping a $4.5 billion inventory-related charge from its non-GAAP"  
[X Link](https://x.com/kakashiii111/status/2019866272536592782)  2026-02-06T20:10Z 30.6K followers, 31.7K engagements


"@poezhao0605 They face tough competition in China. no wonders"  
[X Link](https://x.com/kakashiii111/status/2020788045675393286)  2026-02-09T09:13Z 30.5K followers, [---] engagements


"ByteDance has done a fantastic job with Seedance [---] thanks to great laser-focused teams and of course lots of NVIDIA chips. 😱😭 Seedance 2.0⚠ prompt👇 Mini-Drama Style [--] VS 00:00-00:05 https://t.co/xi9uNARB6j 😱😭 Seedance 2.0⚠ prompt👇 Mini-Drama Style [--] VS 00:00-00:05 https://t.co/xi9uNARB6j"  
[X Link](https://x.com/kakashiii111/status/2020788607506620734)  2026-02-09T09:15Z 30.4K followers, [----] engagements


"AI Bubble may mark the end of Mag 7's era. BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN"  
[X Link](https://x.com/kakashiii111/status/2020834684989796559)  2026-02-09T12:18Z 30.6K followers, 42.7K engagements


"Google just filed for 424B5 (Prospectus) joining Oracle. Amazon filed S-3ASR Registration last week. Which Mag [--] is next Meta Microsoft Nvidia Stay tuned"  
[X Link](https://x.com/kakashiii111/status/2020845525667299786)  2026-02-09T13:01Z 30.6K followers, 35.3K engagements


"@jbulltard1 Soon more Mag7 will follow"  
[X Link](https://x.com/kakashiii111/status/2020850020673577343)  2026-02-09T13:19Z 30.5K followers, [----] engagements


"I think my article may assist you with understanding why they are in shortage. In addition try to search for my post: "The AI Chip Market Demand and Supply Fully Controlled by NVIDIA" https://x.com/kakashiii111/status/2014319319874732540s=20 https://x.com/kakashiii111/status/2014319319874732540s=20 https://t.co/owbirVXVhR https://x.com/kakashiii111/status/2014319319874732540s=20 https://x.com/kakashiii111/status/2014319319874732540s=20 https://t.co/owbirVXVhR"  
[X Link](https://x.com/kakashiii111/status/2020856211453694056)  2026-02-09T13:44Z 30.5K followers, [---] engagements


"While the market became concerned about Mag7's capex it has yet to realize the huge GPU inventory buildup and millions of GPUs collecting dust in secret warehouses. This is top secret and Nvidia will do whatever it takes to hide the truth about inventory buildup. https://t.co/owbirVXVhR https://t.co/owbirVXVhR"  
[X Link](https://x.com/kakashiii111/status/2020874453148680565)  2026-02-09T14:56Z 30.6K followers, 15.1K engagements


"@FroehlichThors1 Wherever Saylor is involved there is something fishy"  
[X Link](https://x.com/kakashiii111/status/2020880052653604913)  2026-02-09T15:18Z 30.5K followers, [--] engagements


"SMCIs 1073% increase in accounts payable is definitely going to show up in NVIDIAs accounts receivable unless NVIDIA has pulled off yet another impressive accounting engineering trick. If it does show up and you add Microsoft and other Mag [--] companies delaying GPU payments while they sit in CIP (=warehouses) NVIDIAs accounts receivable could approach $4550B. And thats excluding the explosive growth I expect in cloud credits which NVIDIA is also quietly expanding. That means approx. $1315B went to Nvidia which again makes Microsoft Nvidias number one customer accounting for over 20% of Nvidias"  
[X Link](https://x.com/kakashiii111/status/2020882850761838953)  2026-02-09T15:29Z 30.6K followers, [----] engagements


"Nvidia is going to meet yet again the holy Beat and Raise this quarter but what is going on behind the scenes in order to maintain it Because if not "the world would have fallen apart." Just look at SMCI's Balance Sheet. Accounts Receivable grew explosively 435% QoQ. There is one customer who is brand new according to SMCI's filing or at least he has not accounted for more than 10% of SMCI's sales in the last two quarters. And he is responsible for 71.6% of SMCI's AR which is almost $8B And this brings us to Accounts Payable where SMCI didn't even pay for this server order to its suppliers ()"  
[X Link](https://x.com/kakashiii111/status/2020892381386510692)  2026-02-09T16:07Z 30.6K followers, 22.6K engagements


"@Alphanalyst SMCI suppliers = Nvidia"  
[X Link](https://x.com/kakashiii111/status/2020909879351710059)  2026-02-09T17:17Z 30.6K followers, [---] engagements


"@RobEducated source verification Just look within the Mag7's CIP (and SMCI) as I said numerous times"  
[X Link](https://x.com/kakashiii111/status/2020975262503141445)  2026-02-09T21:37Z 30.6K followers, [---] engagements


"@ReadFuturist Thank you Michael I do interested and I do cover it from time to time specially following closely on Huawei efforts. E.g. their Kirin on 5nm and possibility of 3nm"  
[X Link](https://x.com/kakashiii111/status/2021117005433045198)  2026-02-10T07:00Z 30.6K followers, [--] engagements


"@1CoastalJournal thank you mate. always appreciate your support and words"  
[X Link](https://x.com/kakashiii111/status/2021145598326370678)  2026-02-10T08:53Z 30.5K followers, [---] engagements


"@BergvikJohnny @Alphanalyst I mean the most expensive compnent in server is the gpu nvidia"  
[X Link](https://x.com/kakashiii111/status/2021232642704671103)  2026-02-10T14:39Z 30.6K followers, [--] engagements


"For years massive buyback programs have acted as an invisible QE for the markets. Reducing buybacks due to rising capex may not only impact individual stock performance but also the overall performance of the market. This chart is for all the folks who couldnt understand my post (below) a couple of days ago because you know words https://t.co/UMxX8ckOGS This chart is for all the folks who couldnt understand my post (below) a couple of days ago because you know words https://t.co/UMxX8ckOGS"  
[X Link](https://x.com/kakashiii111/status/2021525878111715575)  2026-02-11T10:05Z 30.6K followers, [----] engagements


"@ser_kingslayer_ complain where do you see complain"  
[X Link](https://x.com/kakashiii111/status/2022044183750693247)  2026-02-12T20:24Z 30.6K followers, [---] engagements


"GPUs for equity. Cloud credits for equity. Mandatory exclusivity. I've been calling out NVIDIA's practices on this for the past two years. The quoted post is one of many practices that NVIDIA uses to maintain the "demand" in collaboration with their SPV CoreWeave. So this is pretty amazing: As you all know NVIDIA has a backstop deal with CoreWeave worth $6.3 billion which basically means NVIDIA will play savior of unsold capacity for CoreWeave all the way through [----]. During the earnings call Intrator CoreWeaves CEO proudly https://t.co/2Due4Spuc5 So this is pretty amazing: As you all know"  
[X Link](https://x.com/kakashiii111/status/2022058274942779608)  2026-02-12T21:20Z 30.6K followers, [----] engagements


"$AAPL Do you wonder why Apple hold a rushed M3 Macs event just before the earnings report Let me give you the answer: Apple Macs saw a double-digit sales decline (-24.2%) in Q3 compared to last year.""  
[X Link](https://x.com/anyuser/status/1719090003261677629)  2023-10-30T20:32Z 30.6K followers, 246K engagements


"I have never encountered something so fishy at a press release for an earnings report. According to NVIDIA they recorded a $6 billion write-down related to H20 in Q1 with another $8 billion in projected losses for Q2. Jensen and Colette baked those H20 profits into their Q1 guidance so how did they still report $44.1 billion in Q1 revenue after the write-off and now guide for the same $44.1 billion in Q2 Did they imply that without the $8 billion H20 hit Q2 guidance would have been $52 billion Thats way off from what analysts were projecting. Ill dig into their 10-Q as soon as it's filed. But"  
[X Link](https://x.com/kakashiii111/status/1927825766152294501)  2025-05-28T20:34Z 30.6K followers, 482.8K engagements


"CoreWeave and the Never-Ending GPU Depreciation A Masterclass in Accounting Elasticity CoreWeave and Nebius two public companies riding the AI infrastructure wave both operate nearly identical business models: providing high-performance GPUs such as NVIDIAs H100 and H200 as rental compute infrastructure for AI workloads. Their equipment is essentially the same. Their revenue models are the same. And yet their accounting treatment of these assets is anything but the same. CoreWeave now valued at an eye-popping $80 billion has stockpiled hundreds of thousands of GPUs many of which are basically"  
[X Link](https://x.com/anyuser/status/1941922959792239011)  2025-07-06T18:11Z 30.6K followers, 711.5K engagements


"Reminder to all: Larry Ellison was one of the biggest misleaders of the dot-com era. He consistently lied to investors and faced multiple class-action lawsuits. Lets not forget Oracles accounting irregularities most notably in the 90s when they did exactly what they repeated this earnings report: booking future sales to boost revenue. That fiasco forced them to restate earnings twice and lay off more than 10% of their workforce. Luckily for him this time Larry an experienced dot-com promoter already began laying off employees in advance"  
[X Link](https://x.com/anyuser/status/1965775655150162326)  2025-09-10T13:53Z 30.6K followers, 324.1K engagements


"Instead of saying the company is going through hard times struggling financially and cutting costs just say "were turning to AI" it sounds nicer masks our problems and boosts our stock AI flood is slowly starting "The cuts come as part of a broader restructuring strategy prioritizing digitization AI and automation." "Lufthansa joins a number of companies citing AI as part of their restructuring strategy. The increased use of AI will lead to greater https://t.co/CIb5C4L7zh AI flood is slowly starting "The cuts come as part of a broader restructuring strategy prioritizing digitization AI and"  
[X Link](https://x.com/anyuser/status/1972850721344405835)  2025-09-30T02:27Z 30.6K followers, 39K engagements


"It's just fascinating that while the Chinese are busy working hard on efficiency and reducing costs to make AI as profitable as possible for both the labs and the hyperscalers in the US everyone seems to have been hypnotized by Jensen whose company Nvidia is the only one truly profiting from this into believing they must buy as many GPUs as possible to have the best models. I thought the DeepSeek moment would change something but the industry is already too deep into massive spending huge capex and a GPU buying spree hypnotized by Jensen and the fear that stopping the spending would cause"  
[X Link](https://x.com/anyuser/status/1979947586758074555)  2025-10-19T16:27Z 30.6K followers, 843.9K engagements


"A lot of wins for Microsoft in this newly struck agreement: [--]. 27% stake in OpenAI one of the largest holdings almost equal to the nonprofits stake. [--]. Secured exclusive IP rights and Azure API usage until AGI. [--]. Microsofts IP rights to research will remain in effect until AGI or through [----]. [--]. Any OpenAI's API-based products developed with third parties must remain exclusive to Azure. [--]. Microsoft is free to collaborate with any other lab and doesnt have to care about OpenAIs exclusivity anymore. [--]. The 20/80 revenue-sharing agreement remains in place until AGI" [--]. Secured $250 billion"  
[X Link](https://x.com/anyuser/status/1983172271834308947)  2025-10-28T14:01Z 30.6K followers, 1.6M engagements


"So this is pretty amazing: As you all know NVIDIA has a backstop deal with CoreWeave worth $6.3 billion which basically means NVIDIA will play savior of unsold capacity for CoreWeave all the way through [----]. During the earnings call Intrator CoreWeaves CEO proudly explained that these reserved capacity chunks can be used by emerging companies startups and others struggling to access compute infrastructure and just to be clear theyre not struggling to find GPUs theyre struggling to afford them. Which means NVIDIA acting as one of Silicon Valleys largest venture capitalists wearing one of its"  
[X Link](https://x.com/anyuser/status/1988720867036274961)  2025-11-12T21:29Z 30.6K followers, 104.7K engagements


"Exactly but sadly as I have said and emphasized many times on this topic and on Nvidia in general Nvidia is basically the gangster of the AI neighborhood and it has made sure to shut down any narrative that even hints at reducing GPU demand. Jensen has made it clear to every industry leader almost like a hypnotic trick that the only correct path is more GPUs and even more powerful models. The DOJ and the SEC need to step in not only for this reason but for many others. It is better late than never but unfortunately they should have acted before Nvidia became a systemic risk. My post here was"  
[X Link](https://x.com/kakashiii111/status/2002494048217735202)  2025-12-20T21:39Z 30.6K followers, 479.3K engagements


"Zuck has almost finished all of Metas cash. Without the issuance of $30B in debt. Meta's cash cash equivalents and restricted cash equivalents would be less than $10B by the end of [----]. Luckily it was all used for appreciating assets"  
[X Link](https://x.com/kakashiii111/status/2016645521906291082)  2026-01-28T22:52Z 30.6K followers, 732.4K engagements


"Sooner rather than later OpenAI will announce they raised funds from Amazon Nvidia and Microsoft. Andy Jensen and Satya will announce how happy they are to be part of OpenAIs future and blah blah but the real story is below: they have no choice but to fund OpenAI"  
[X Link](https://x.com/kakashiii111/status/2020171478956900381)  2026-02-07T16:23Z 30.6K followers, 19.7K engagements


"SMCIs last earnings tell the story of GPU demand GPUs in warehouses how NVIDIA is squeezing SMCIs net margin and Broke Customers. This one infographic is worth a thousand words. $SMCI just reported its Quarterly earnings showing off a 123% jump YoY in net sales to $12.7B vs. $10.43B est. However the company conveniently kept silent on these data because it will expose how almost all of those revenues have been fabricated via pass through vendor https://t.co/sauZN1XE4V $SMCI just reported its Quarterly earnings showing off a 123% jump YoY in net sales to $12.7B vs. $10.43B est. However the"  
[X Link](https://x.com/kakashiii111/status/2020476352541893031)  2026-02-08T12:34Z 30.6K followers, 44.3K engagements


"Everyone I just joined Substack. I'll be posting on both platforms so follow along wherever works best for you. Thank you for following and supporting my work https://kakashiii111.substack.com/ https://kakashiii111.substack.com/"  
[X Link](https://x.com/kakashiii111/status/2020830136040575134)  2026-02-09T12:00Z 30.6K followers, [----] engagements


"Exactly. One of the key questions is: who was this "outside buyer" of H20 and why was Nvidia able to recognize $650M of revenue on a $150M H20 reserve release AMD recently reversed $360M of its previous MI308 reserve on resumed China sales. In Q4 it generated $390M in MI308 revenue and expects $100M in Q1 which is already reflected in the $360M reserve reversal. That translates to $490M in sales on a $360M cost-base worth of inventory which represents a much more reasonable margin considering these watered-down China chips are generations obsolete. If even China won't pay a premium for them"  
[X Link](https://x.com/kakashiii111/status/2020846487148585016)  2026-02-09T13:05Z 30.6K followers, [----] engagements


"There have been numerous debates concerns and discussions on whether China is going to win the AI race how far they are from US models and whether AI chip export controls are an appropriate tool to delay China's progress with their AI models. But before asking if China is going to win the AI race we should ask: what are they doing in order to win the AI race What did the US "miss" that allowed DeepSeek R1 to catch everyone by surprise with some calling it the "Sputnik moment" And was it just a tease to another upcoming Sputnik moment or a flow of small winning moments that will eventually put"  
[X Link](https://x.com/kakashiii111/status/2021255756507398601)  2026-02-10T16:11Z 30.6K followers, 10.6K engagements


"Concentration Risk: Why NVIDIAs AI Revenue is Riskier Than Ciscos Dot-Com Peak It is fascinating that many love to compare this AI Bubble to the Dot-Com Bubble where they emphasize how this AI Revolution is real supported by strong companies with strong cash flow and wide adoption by billions of users across the globe. But they are missing the real problem which is how this AI boom has been driven by only a few players while the dot-com boom saw much wider adoption. For this I will compare the former titan Cisco to our current titan NVIDIA. In [----] [----] and at the peak of the internet boom in"  
[X Link](https://x.com/kakashiii111/status/2021291505974116465)  2026-02-10T18:33Z 30.6K followers, 20.8K engagements


""Taiwan's economy soars in Q4 on AI demand" meanwhile Taiwans second economy has 70% of workers earning less than the national average monthly salary of about US$1500. The two-economy situation in Taiwan is real. 70% of workers in Taiwan still earn less than the national average monthly salary of about US$1500. https://t.co/2G7q0uudcz 70% of workers in Taiwan still earn less than the national average monthly salary of about US$1500. https://t.co/2G7q0uudcz"  
[X Link](https://x.com/kakashiii111/status/2021890408343638033)  2026-02-12T10:13Z 30.6K followers, [----] engagements


"Hey Tim You're right that income distributions are naturally skewed. But pointing that out feels like a technocratic deflection from the real issue here. The problem isn't that a skew exists. It's how severe it has become. When 70% of workers in Taiwan now earn below the average and that share has climbed for four consecutive years something is fundamentally off. You don't see a jump like that in a healthy balanced economy especially not while GDP is supposedly soaring at 8.6%. This is exactly why GDP can be such a deceptive indicator. Governments and economists treat it as the ultimate"  
[X Link](https://x.com/kakashiii111/status/2021914131868119085)  2026-02-12T11:47Z 30.6K followers, [----] engagements


"And the GPUs collecting dust in storage hidden in this CIP Wait till they discover the wonders of Construction in Process deferral accounting @JonathanWeil Wait till they discover the wonders of Construction in Process deferral accounting @JonathanWeil"  
[X Link](https://x.com/kakashiii111/status/2021967763175309368)  2026-02-12T15:20Z 30.6K followers, [----] engagements


"Anthropic just announced that they raised $30 billion in Series G funding at a $380 billion post-money valuation. But how much of this $30 billion are actually NVIDIA and Microsoft's "commitments to invest" "A portion." Why a portion Is this also one of those invitations to invest that NVIDIA "received" like the one from OpenAI where they threw out a big number like $100B but here they're throwing around $10B for a fancy press release We'll find out sooner or later how much of this "portion" NVIDIA actually invested. Microsoft might be a little more complicated as it's most certainly equity"  
[X Link](https://x.com/kakashiii111/status/2022028894325330395)  2026-02-12T19:23Z 30.6K followers, 11.2K engagements


"Nvidia the worlds most valuable company the company with the best compliance and legal departments and supposedly very strict about conducting due diligence on every single partner and customer has denied numerous times (I stopped counting) any wrongdoing or any smuggling. All Nvidia chips have been and are used legitimately by clients and partners that are not restricted by BIS. Jensen a good friend of the US administration puts US national security as his companys top priority ensuring the US leads the AI race by strictly complying with every single export control and BIS rule. For doing"  
[X Link](https://x.com/kakashiii111/status/2022043448715710644)  2026-02-12T20:21Z 30.6K followers, 11.7K engagements


"Why does Nvidia need to lease a data center when it already has over $26B worth of cloud credit agreements (and likely much more added in Q4) Nvidia is expected to lease a data center being built with funds from a $3.8 billion junk-bond sale adding to the borrowing frenzy around AI infrastructure https://t.co/XkowJTBA41 Nvidia is expected to lease a data center being built with funds from a $3.8 billion junk-bond sale adding to the borrowing frenzy around AI infrastructure https://t.co/XkowJTBA41"  
[X Link](https://x.com/kakashiii111/status/2022076770858807786)  2026-02-12T22:34Z 30.6K followers, 15.8K engagements


"This decision has huge implications for many U.S. corporations. For example: [--]. Alibaba and Baidu are major indirect customers of Nvidia. [--]. Alibabas Qwen is one of if not the most popular open source models used in the U.S and in the world. PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY PENTAGON LISTS HUAWEI AMONG PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO"  
[X Link](https://x.com/kakashiii111/status/2022312426419421477)  2026-02-13T14:10Z 30.6K followers, 47.5K engagements


"No hyperscaler will dare to announce a capex cut out of fear of Nvidia. The only ones who might dare to do so are those that are not dependent on Nvidia such as Google and Amazon (that does not mean they would be the first to act just that demonstrate my point) Regarding Microsoft - Although Microsoft relies heavily on Nvidia the dependence runs both ways Nvidia also depends significantly on Microsoft. If shareholder pressure on Satya Nadella intensifies Microsoft could ultimately become a candidate to reduce capex. BofA's Hartnett "the most obvious catalyst to reverse significantly the"  
[X Link](https://x.com/kakashiii111/status/2022333269711245823)  2026-02-13T15:33Z 30.6K followers, 10.5K engagements


"No words. Wow. The Pentagon published its updated list of Chinese military companies (1260H list) with notable additions and removals. Then the document is removed. Unclear whats going on https://t.co/Fxn6gH2eWz Wow. The Pentagon published its updated list of Chinese military companies (1260H list) with notable additions and removals. Then the document is removed. Unclear whats going on https://t.co/Fxn6gH2eWz"  
[X Link](https://x.com/kakashiii111/status/2022337548224446862)  2026-02-13T15:50Z 30.6K followers, [----] engagements


"So Nvidia the Orchestrator of GPU Supply and Demand strikes again with yet another circular deal once more using the favorite financing vehicle the SPV. I broke down the structure in the diagram below. It shows how Nvidia a veteran of the dot-com era seems to have learned a lesson or two and makes sure nothing lands on its own balance sheet. The debt loans notes and bonds sit across dozens of SPVs hyperscalers and an army of neoclouds many of which function as de facto Nvidia SPVs. How to summarize it One SPV at a time. $NVDA sells chips to a datacenter startup who pays by issuing junk bonds"  
[X Link](https://x.com/kakashiii111/status/2022428940560711726)  2026-02-13T21:53Z 30.6K followers, 18.7K engagements


"Techs PE has now jumped so much that it now trades at a 38% premium to the S&P. This is even higher than at the pandemic bubble peak in late [----] Wild to think that pre-Powell pivot in [----] tech traded at just a 4% premium to the market"  
[X Link](https://x.com/anyuser/status/1642287917061091329)  2023-04-01T22:08Z 30.6K followers, 133.4K engagements


"TSMC creates the chips for Nvidia. TSMC expects Q2 sales drop as clients struggle to clear inventory forecasting Q2 revenue at $15.2-16 bln vs $18.16 bln year earlier Nvidia is forecast 11B revenue (+40%) with "surge demand" in Q2. who is right https://www.reuters.com/technology/tsmc-q1-profit-rises-2-yy-beats-market-expectations-2023-04-20/ https://www.reuters.com/technology/tsmc-q1-profit-rises-2-yy-beats-market-expectations-2023-04-20/"  
[X Link](https://x.com/anyuser/status/1661670494343503872)  2023-05-25T09:48Z 30.6K followers, 116.7K engagements


"$AAPL iPhone Sales tumble -27.5% QoQ and -11.9% YoY for 1Q [----] Apple saw its sales tumble27.5 percent to53.3 million units from the year-ago quarter. The iPhone [--] family made up [--] percent of that number. This was the worst quarter since [----] for smartphone shipments with total sales of [---] million units. Compared to last year sales declined by [----] percent and this could be attributed to the gloomy global economic environment.In contrast301 million smartphones were shipped in Q4 2022"  
[X Link](https://x.com/anyuser/status/1670540734078877698)  2023-06-18T21:15Z 30.6K followers, 884.5K engagements


"20% of $AAPL net income comes from China. Chinese Government Bans Officials from using iPhone. roughly over 400m in the workforce (excluding migrants). 50% of the workforce in China works in public sector. it means around 200m of people can't use anymore iPhones"  
[X Link](https://x.com/anyuser/status/1699525507044245937)  2023-09-06T20:50Z 30.6K followers, 163.8K engagements


"It's amazing to see how everything in the markets is perfectly set up for tomorrow when the "most important stock in the world" $NVDA is going to report: [--]. $NVDA is at ATH with an IV of "only 5%-6%" +- [--]. $SPX and $NDX closed all bear gaps created since the downturn from January [----] (while having 6-9 bull gaps since the run from October 2022). [--]. Indices moved from oversold to overbought in less than [--] month erasing all the losses in August [----]. We aptly term this phenomenon as "you go down by steps and go up by elevator" [--]. Dollar is at multi year support [--]. $VIX historically low at 13.5"  
[X Link](https://x.com/anyuser/status/1726702294572335227)  2023-11-20T20:41Z 30.6K followers, 138.3K engagements


"How Nvidia is making sure they have consistent demand by investing in AI startups which will purchase their AI chips it's that simple Nvidia is one of generative AIs most active investors. Let's review some of the deals the chipmaker is backing Behind the scenes Nvidia has been investing heavily in generative AI companies. The chipmakers overall deal activity has climbed dramatically in [----]. And the size of the deal is also significantly increased: Nvidia has participated in some of the largest AI rounds of this year to companies like: [--]. Inflection AI ($1.3B Series B) [--]. Adept ($350M Series"  
[X Link](https://x.com/anyuser/status/1729457031831048383)  2023-11-28T11:07Z 30.6K followers, 188.6K engagements


"Give me a good reason why Toyota valued $260B and Tesla $700B. Don't tell me robots or cybertruck"  
[X Link](https://x.com/anyuser/status/1746523798998761506)  2024-01-14T13:24Z 30.6K followers, 430.1K engagements


"$NVDA a x2 short Nvidia ETF saw today the highest inflow ever since the ETF was IPO'ed with over 10x of the average volume 🧐🧐🧐"  
[X Link](https://x.com/anyuser/status/1754607999421763693)  2024-02-05T20:48Z 30.6K followers, 252K engagements


"UBS analysts admit that Nvidia has more supply than demand and "normally this is bad" but because it is Nvidia it is considered good. You can't make this stuff up. $NVDA"  
[X Link](https://x.com/anyuser/status/1757541577453625604)  2024-02-13T23:05Z 30.6K followers, 294.1K engagements


"You requested a teaser for the $SMCI due diligence: Super Micro shipped product to a customer who had not wanted the goods delivered for another month. A few days after the shipment the customer stated Please reject this shipment Why are you shipping this now the order said. In response the Super Micro salesperson requested Can you please help to approve this shipment to help with our [--] quarter end I was instructed by our management to push all the orders out before our quarter end which is also our year end . we will just need your special support for this time. $SMCI"  
[X Link](https://x.com/anyuser/status/1758286412473057321)  2024-02-16T00:25Z 30.6K followers, 130.8K engagements


"Nvidia H100 GPUs Saga: American Cannabis Company's Billion-Dollar Mirage American Cannabis Company an OTC ($AMMJ) company that provides advisory and consulting services to the cannabis industry announced on September [--] [----] its merger with a newly incorporated datacenter company "HyperScale Nexus Holding Corp" incorporated in Nevada just on July [--] [----] two months before the announcement of the merger. When we look at the incorporation data of HyperScale in Nevada we see that its President Secretary Treasurer and Director and the only employee is Tad M. Mailander which is coincidentally also"  
[X Link](https://x.com/kakashiii111/status/1759767673976545375)  2024-02-20T02:31Z 30.6K followers, 859.6K engagements


"Wall Street: "Nvidia will remain a monopoly well into [----] maintaining a gross margin of around 70%. Therefore we've set a price target of up to $1400." Nvidia:"  
[X Link](https://x.com/anyuser/status/1761496280272896016)  2024-02-24T21:00Z 30.6K followers, 209.6K engagements


"Someone unloaded 7B on Nvidia's close"  
[X Link](https://x.com/anyuser/status/1763308561008861500)  2024-02-29T21:01Z 30.6K followers, 190.9K engagements


"Investors are comfortable to buy a [--] trillion company with P/S [--]. Let that sink $NVDA"  
[X Link](https://x.com/anyuser/status/1764662651995435350)  2024-03-04T14:42Z 30.6K followers, 60K engagements


""This is beyond limits of physics we had to invent some new technology to do this" $NVDA"  
[X Link](https://x.com/anyuser/status/1770359850536505496)  2024-03-20T08:00Z 30.6K followers, 218.5K engagements


"Moskovitz Co-Founder of Asana and Facebook"  
[X Link](https://x.com/anyuser/status/1783964526213247167)  2024-04-26T21:01Z 30.6K followers, 53.5K engagements


"Enron vs. Nvidia: The increase in accounts receivable over one year looks very similar and raises some suspicions"  
[X Link](https://x.com/anyuser/status/1793708570208555016)  2024-05-23T18:20Z 30.6K followers, 423.8K engagements


"How did Nvidia manage to exceed expectations and raise guidance Jensen Huang having experienced the dot-com era seems to have applied some familiar revenue inflation tactics. For those who remember the dot-com bubble "round-trip trading" or "ad swapping" was a common practice. Here's how it typically worked: [--]. Ad Purchases: Company A would buy advertising from Company B. [--]. Reciprocal Ad Buys: Company B would in turn buy advertising from Company A. [--]. Revenue Inflation: Both companies would report these transactions as revenue even though no new money was actually entering the business"  
[X Link](https://x.com/anyuser/status/1795545318680875148)  2024-05-28T19:58Z 30.6K followers, 295.8K engagements


"Nvidia Q1 [----] - Singapore as a billing location Singapore a tiny nation with a population of [---] million and roughly the size of New York City has somehow become the GPU capital of the world since the AI craze hit. in Q1 Nvidia's sales to Singapore have skyrocketed to over $4 billiona staggering 420% year-over-year increasenow making up 15% of Nvidia's total revenue. Looking back at Nvidia's Q3 [----] Earnings Report Singapore's sales were already noteworthy at $2.7 billion. So in just two quarters sales to Singapore nearly doubled Quite the GPU shopping spree for such a small country don't"  
[X Link](https://x.com/anyuser/status/1795927978792153111)  2024-05-29T21:19Z 30.6K followers, 202.9K engagements


"At the peak in March [----] Cisco was the largest company w/ a Market Cap $500 billion. It traded at 39x sales. Nvidia currently at 40.65x sales and 66x books"  
[X Link](https://x.com/anyuser/status/1801823341722092000)  2024-06-15T03:45Z 30.6K followers, 74.2K engagements


"He knows how it's going to end. $nvda"  
[X Link](https://x.com/anyuser/status/1803080726700871881)  2024-06-18T15:01Z 30.6K followers, 74.1K engagements


"You are paying P/B [--] for $NVDA at this price while the average in the semiconductors Industry P/B is 6"  
[X Link](https://x.com/anyuser/status/1803791685077672377)  2024-06-20T14:07Z 30.6K followers, 86.4K engagements


"Hindenburg successfully turned Wall Street's attention to SMCI's story. Nvidia will be next"  
[X Link](https://x.com/anyuser/status/1828784351691014151)  2024-08-28T13:19Z 30.6K followers, 53.7K engagements


"Nvidia is sitting on a ticking time bomb. Companies have lost interest in the H/A Series and are holding out for the Blackwell series. Meanwhile these unwanted GPUs are gathering dust in storage with a 50% YoY increase to 6.6B worth of inventories. But wait it gets better. Nvidia is handing out GPUs to startups and companies that can't pay upfront telling them "Pay later" As a result accounts receivable have skyrocketed by 100% YoY reaching an all-time high of $14 billion There is only one ending for that"  
[X Link](https://x.com/anyuser/status/1835729003216540124)  2024-09-16T17:14Z 30.6K followers, 290.1K engagements


"In just one year Nvidia saw a "casual" 535.6% YoY increase in sales from Companies with billing location in Singapore. Thats right a mind-blowing never-before-seen jump in Nvidias history (). So what exactly happened in one year Did companies suddenly realize Singapore is the promised land for Nvidia products And how on earth does Singapores revenue now rival Taiwans the long-time heavyweight champion of Nvidia sales since the companys founding Its almost like magic"  
[X Link](https://x.com/anyuser/status/1835732487366127704)  2024-09-16T17:28Z 30.6K followers, 29.1K engagements


"Nvidia Demand and Supply: [--]. No Blackwell revenue for Q3. and only a few billion in Q4. [--]. Nvidia warns that Wall Streets demand estimates may be too high. [--]. Nvidia warns of continuously increasing inventories. Amazing"  
[X Link](https://x.com/anyuser/status/1835737093638697212)  2024-09-16T17:46Z 30.6K followers, 25.5K engagements


"Super Micro Computer is NVIDIA's third-largest customer. the third-largest customer accounted for 11% of Nvidia overall revenue in Q2"  
[X Link](https://x.com/anyuser/status/1851635324922786013)  2024-10-30T14:40Z 30.6K followers, 480.6K engagements


"In its most recent earnings report Nvidia included a new and rather suspicious disclosure:"  
[X Link](https://x.com/anyuser/status/1851636778316202009)  2024-10-30T14:46Z 30.6K followers, 217.6K engagements


"Due to the DOJ investigation into SMCI Nvidias third-largest customer Nvidia may soon face a significant earnings correction restating its revenue and profit downward. Is the market ready for this Super Micro Computer is NVIDIA's third-largest customer. the third-largest customer accounted for 11% of Nvidia overall revenue in Q2. https://t.co/nPVFVYjjoq Super Micro Computer is NVIDIA's third-largest customer. the third-largest customer accounted for 11% of Nvidia overall revenue in Q2. https://t.co/nPVFVYjjoq"  
[X Link](https://x.com/anyuser/status/1852005074697961522)  2024-10-31T15:09Z 30.6K followers, 50.1K engagements


"The creator of Linux has publicly voiced what I've been saying for the past two years"  
[X Link](https://x.com/anyuser/status/1853012426913894666)  2024-11-03T09:52Z 30.6K followers, 168.4K engagements


"Nvidia and its partners built a sophisticated system to bypass U.S. restrictions on exporting AI chips to the Middle East Russia and China. The sophisticated system worked as follows: any GPUs that needed to be delivered to China or to serve Chinese companies would go through Singapore as a billing location and/or through Chinese subsidiaries established in Singapore. In these subsidiaries Chinese control shareholders were given to local Singaporean Chinese but effective control remained with the parent Chinese company. This setup worked well for ByteDance and others. Second any GPUs intended"  
[X Link](https://x.com/anyuser/status/1853433531260649532)  2024-11-04T13:46Z 30.6K followers, 132.8K engagements


"The third-largest customer of $NVDA is on the verge of delisting due to accounting fraud"  
[X Link](https://x.com/anyuser/status/1853909948125626597)  2024-11-05T21:19Z 30.6K followers, 17.2K engagements


"Nvidia is a systematic risk to the stock market. Bidding to infinity on a company that engages in suspicious and/or fraudulent activities will end similarly to what we experienced during the dot-com era. The truth will be revealed in the end"  
[X Link](https://x.com/anyuser/status/1856360213965598819)  2024-11-12T15:35Z 30.6K followers, 44.3K engagements


"Nvidia barely beat datacenter estimates. Nvidia narrowly exceeded the Q4 guidance estimate. and this was achieved with the help of early recognition of revenue from all the booked Blackwell sales. Things are getting tight"  
[X Link](https://x.com/anyuser/status/1859348217349243356)  2024-11-20T21:28Z 30.6K followers, 64.7K engagements


"DeepSeek will create a moment where all the AI startups that bought thousands of NVIDIA chips will probably go bankrupt leading to a huge flow of NVIDIA GPUs into the second-hand market. This is in addition to startups whose model was to operate datacenters (e.g. Coreweave) and rent NVIDIA GPUs to other companies in hopes of generating ROI. Lastly the Magnificent [--] will finally start to slow down or cut any future orders from NVIDIA as there are already thousands if not more GPUs stored in warehouses and not fully utilized. Then everything about NVIDIA will start to unravel"  
[X Link](https://x.com/anyuser/status/1883214597999808530)  2025-01-25T18:05Z 30.6K followers, 1.5M engagements


"No way Nvidia delivered $11 billion in Blackwell revenue in Q4. It's called early revenue recognition"  
[X Link](https://x.com/anyuser/status/1894864519928701012)  2025-02-26T21:38Z 30.6K followers, 140.7K engagements


"Nvidia is ticking another dot com trick. Dont know if this deal happens and its not particularly big but trying to buyout your resellers is usually a huge red flag. Its often a way to bury inventory costs and/or avoid receivables provisioning. $NVDA https://t.co/ZjCGjCzBiA Dont know if this deal happens and its not particularly big but trying to buyout your resellers is usually a huge red flag. Its often a way to bury inventory costs and/or avoid receivables provisioning. $NVDA https://t.co/ZjCGjCzBiA"  
[X Link](https://x.com/anyuser/status/1905015279765037113)  2025-03-26T21:53Z 30.6K followers, 39.9K engagements


"CoreWeave and its accounting firm have never heard that GPUs are depreciating assets and the H100 has dropped in value by almost 50% since they bought them. For them they still believe each is worth over $40k. I also still believe my old iPhone X is worth $1000"  
[X Link](https://x.com/anyuser/status/1923738418262999122)  2025-05-17T13:52Z 30.6K followers, 212K engagements


"Ill say it again its bigger than Dot Com. Way bigger. Orchestrated by Nvidia. *COREWEAVE DISCLOSES 5.5% STAKE IN APPLIED DIGITAL $APLD So $NVDA gives money to $CRWV which then gives money to $APLD but $NVDA is already invested in $APLD. hmmm. *COREWEAVE DISCLOSES 5.5% STAKE IN APPLIED DIGITAL $APLD So $NVDA gives money to $CRWV which then gives money to $APLD but $NVDA is already invested in $APLD. hmmm"  
[X Link](https://x.com/anyuser/status/1930633579844792822)  2025-06-05T14:31Z 30.6K followers, 36.7K engagements


"When things unfold dont be surprised to see Nvidia lose over $1 trillion in valuation in a single day"  
[X Link](https://x.com/anyuser/status/1945845763784814774)  2025-07-17T13:59Z 30.6K followers, 100.9K engagements


"NVIDIAs Soaring Accounts Receivable: A 14x Growth Powering the AI Party NVIDIAs accounts receivable havent just grown since the AI boom startedtheyve exploded jumping from a modest $1.6 billion in Q1 [----] to nearly $23 billion by Q1 [----]. Thats more than [--] times larger in just three years. If you think thats acceptable as part of growth heres a friendly reminder: many of NVIDIAs clients are AI startups and hyperscalers burning through billions each monthrelying heavily on funding rounds debt and senior notesbasically keeping the party going until the lights go out. One of NVIDIAs biggest"  
[X Link](https://x.com/anyuser/status/1946606541668274341)  2025-07-19T16:22Z 30.6K followers, 92.9K engagements


"Nvidia gained approximately $500 billion in valuation just by filing an application to sell the H20 again in China. I'm not sure what stage we're in but this is a level beyond anything I've seen including the dot-com era"  
[X Link](https://x.com/anyuser/status/1950607416590016777)  2025-07-30T17:20Z 30.6K followers, 77K engagements


"Meta bought over $20B worth of Nvidia GPUs in the last six months yet Llama still lags behind companies with a fraction of that hardware"  
[X Link](https://x.com/anyuser/status/1950655231181877556)  2025-07-30T20:30Z 30.6K followers, 65.7K engagements


"In just two quarters Meta managed to burn over $30B in cash now down to a humble $12B reserved for more GPUs overpriced startups and bidding wars over engineers. They've been throwing money around without touching their credit line. Cute. But that about to end. Watch for Meta to scramble for financingdebt equity anything they can grab. The cash is gone the gamble is on and Zucks about to go full leverage mode"  
[X Link](https://x.com/anyuser/status/1950657482272993511)  2025-07-30T20:39Z 30.6K followers, 727.8K engagements


"Another typical $100B after-hours surge for Nvidia. Market participants will keep cheering these capex plans and cash-burning strategies as they benefit Nvidia and theyre all heavily invested in it. This is the magic circle of money until its over"  
[X Link](https://x.com/anyuser/status/1950678204525527495)  2025-07-30T22:01Z 30.6K followers, 31.3K engagements


"Apple a $3.16 trillion company jumps nearly 10% in a day and a half like its some meme coin. That alone tells you everything about where we are in this market. Apple has a growth problem with or without tariffs. The only thing holding this stock up is the buyback machine and your 401k. The stock price left the real Apple business behind a long time ago"  
[X Link](https://x.com/anyuser/status/1953214393157861855)  2025-08-06T21:59Z 30.6K followers, 52.7K engagements


""Watch for Meta to scramble for financingdebt equity anything they can grab. The cash is gone the gamble is on and Zucks about to go full leverage mode." In just two quarters Meta managed to burn over $30B in cash now down to a humble $12B reserved for more GPUs overpriced startups and bidding wars over engineers. They've been throwing money around without touching their credit line. Cute. But that about to end. Watch for https://t.co/69QkTz9Stq In just two quarters Meta managed to burn over $30B in cash now down to a humble $12B reserved for more GPUs overpriced startups and bidding wars"  
[X Link](https://x.com/anyuser/status/1953748783113601377)  2025-08-08T09:23Z 30.6K followers, 234.8K engagements


""All the best investors are in""  
[X Link](https://x.com/anyuser/status/1954551733251719481)  2025-08-10T14:33Z 30.6K followers, 183K engagements


"So Tom Lee Donalds sons and some others decided they wanted to run a quick Ponzi scheme to make fast profits. They picked crypto because MSTR showed them its possible to just buy a coin and pump your stock. They said Lets pick the unloved coin which is Ethereum. Now they are raising money from the markets to buy it and pump their bags. The Golden Age of Fraud just keeps getting better and better"  
[X Link](https://x.com/anyuser/status/1955293432122933498)  2025-08-12T15:40Z 30.6K followers, 40.5K engagements


"Over $8B worth of Nvidia GPUs found their way into Singapore Malaysia Vietnam and Indonesia between May and July which is Nvidia's Q2. Nvidias estimated datacenter revenue is $40B. So apparently one-fifth of that comes from these four Southeast Asian nations the obvious world leaders in building the best AI models right But sure no need to mention this to investors. "open one eye close one eye""  
[X Link](https://x.com/anyuser/status/1955345521444524164)  2025-08-12T19:07Z 30.6K followers, 37.5K engagements


"I'm old enough to remember investors' concern about the rate of cash burn at Meta during [----] when they punished the stock with a drop of up to 77% from its peak until Mark gave in and cut capex. Now we are facing an almost identical situation where Meta has 40% less cash on hand compared to the peak in Q4 [----] yet investors are cheering Mark and the stock is up 45% (). And we're talking about a cash burn rate that is much more aggressive compared to [----]. Mark is all in on leverage here"  
[X Link](https://x.com/anyuser/status/1958247232505090085)  2025-08-20T19:18Z 30.6K followers, 142.6K engagements


"Ive been consistently warning that Nvidia was becoming a systemic risk and now it has. Systematic risks arent new to the global financial system theyve always been around and always will be. But weve never seen a single company come this close to outgrowing the second-largest stock market in the world. The best part Around 30% of their revenue comes from just a few customers another 3040% leans on China which in turn depends on smooth smuggling and approvals for downgraded chips. And for the grand finale theyve been consistently using accounting magic tricks barely legal if at all. If $NVDA"  
[X Link](https://x.com/anyuser/status/1960038242696462744)  2025-08-25T17:55Z 30.6K followers, 110.5K engagements


"NVIDIA 2Q revenue: $46.7B estimate: $46.23B roughly beat the estimate. This is not what Nvidia is used to. It means they likely made a few accounting tricks to meet this. I will dig into the 10-Q once its published. *NVIDIA 2Q Data Center revenue: $41.1B estimate: $41.29B Nvidia missed the most important category the Data Center. * Accounts receivable up 20% QoQ to almost $28B. * Inventories up almost 50% QoQ from $10B to $15B"  
[X Link](https://x.com/anyuser/status/1960803831048229290)  2025-08-27T20:37Z 30.6K followers, 33.6K engagements


"Two direct customers of Nvidia were responsible for 44.4% of the total Q2's revenue of the Data Center. Read that again: HALF of Nvidia's Data Center revenue in Q2 comes from just TWO customers"  
[X Link](https://x.com/anyuser/status/1960817392612991073)  2025-08-27T21:31Z 30.6K followers, 754.1K engagements


"Over $8B worth of GPUs were shipped to SEA countries which is roughly comparable to Nvidia's revenue from Singapore. According to Colette Nvidia's CFO they were all purchased by U.S. companies. Oh and also there is no evidence of smuggling Jensen said. O.K. Over $8B worth of Nvidia GPUs found their way into Singapore Malaysia Vietnam and Indonesia between May and July which is Nvidia's Q2. Nvidias estimated datacenter revenue is $40B. So apparently one-fifth of that comes from these four Southeast Asian nations the obvious https://t.co/xm9blC0luz Over $8B worth of Nvidia GPUs found their way"  
[X Link](https://x.com/anyuser/status/1960848326405836869)  2025-08-27T23:34Z 30.6K followers, 128.1K engagements


"Meta was one of the biggest GPU buyers for Q2 for Nvidia accounting for about a quarter of all of Nvidias data center revenue. Is it sustainable Look below at Metas cash burn. Weve seen this before and not that long ago. But it seems like Chapter Two is going to be even more epic. I'm old enough to remember investors' concern about the rate of cash burn at Meta during [----] when they punished the stock with a drop of up to 77% from its peak until Mark gave in and cut capex. Now we are facing an almost identical situation where Meta has 40% less cash on https://t.co/Cx5Oikeu1r I'm old enough to"  
[X Link](https://x.com/anyuser/status/1960949619183034737)  2025-08-28T06:16Z 30.6K followers, 73.3K engagements


"Nvidia's finished goods increased by 270% QoQ. If demand is so high shouldn't customers be fighting for GPUs especially since theyre ready for shipping"  
[X Link](https://x.com/anyuser/status/1961124747082617126)  2025-08-28T17:52Z 30.6K followers, 100.6K engagements


"When it starts to sound like nonsense you know we are approaching the final stage. $NVDA is projecting 10% of the entire M2 money supply and about 6x the cash on hand for $MSFT $AMZN $META $AAPL $GOOGL being spent on data center capex in the next [--] years. So let me get this straight MAG7 is going to take on leverage to build data centers https://t.co/l30XeAtT1c $NVDA is projecting 10% of the entire M2 money supply and about 6x the cash on hand for $MSFT $AMZN $META $AAPL $GOOGL being spent on data center capex in the next [--] years. So let me get this straight MAG7 is going to take on leverage"  
[X Link](https://x.com/anyuser/status/1961131253559955532)  2025-08-28T18:18Z 30.6K followers, 37.6K engagements


"Yes. Nvidia has a total of over $12B in cloud credit commitments across its clients and for the first time this quarter they havent reported those numbers. The entire industry led by Nvidia is pushing hard on cloud credits to keep the party going and to create artificial demand through barter transactions. So Nvidia sells GPUs to Oracle and then Nvidia signs deals with Oracle for access to the GPUs it sold them So Nvidia sells GPUs to Oracle and then Nvidia signs deals with Oracle for access to the GPUs it sold them"  
[X Link](https://x.com/anyuser/status/1965567937450033413)  2025-09-10T00:08Z 30.6K followers, 133.6K engagements


"So Oracle reported their backlog for the next five years to distract from the double miss. This backlog depends on OpenAI continuing to raise funds eventually turning profitable and Nvidia effectively renting its own GPUs. This late-stage AI earnings fantasy is getting more and more creative. $ORCL CEO: ".we expect Oracle Cloud Infrastructure revenue to grow 77% to $18B this fiscal yearand then increase to $32B $73B $114B and $144B over the subsequent four years. Most of the revenue in this 5-year forecast is already booked in our reported RPO." $ORCL CEO: ".we expect Oracle Cloud"  
[X Link](https://x.com/anyuser/status/1965569218059141595)  2025-09-10T00:13Z 30.6K followers, 173.1K engagements


"Nvidia is up 3% which is over $100B in value this morning because they will sell GPUs to Oracle and then rent them back Just trying to understand these market moves lately"  
[X Link](https://x.com/anyuser/status/1965748288227090482)  2025-09-10T12:04Z 30.6K followers, 81.7K engagements


"Update: Nvidia is up $200B on selling its own GPUs and then renting them back. Nvidia is up 3% which is over $100B in value this morning because they will sell GPUs to Oracle and then rent them back Just trying to understand these market moves lately. Nvidia is up 3% which is over $100B in value this morning because they will sell GPUs to Oracle and then rent them back Just trying to understand these market moves lately"  
[X Link](https://x.com/anyuser/status/1965789189083181342)  2025-09-10T14:47Z 30.6K followers, 38.8K engagements


"OpenAI proudly announced in March that it had closed a $40B funding round the largest ever by a private tech company. As of today however it has secured only $8.3B of the announced $40B and OpenAI is still seeking additional capital to complete the round. What happened"  
[X Link](https://x.com/anyuser/status/1965830807223935441)  2025-09-10T17:32Z 30.6K followers, 36.5K engagements


"Oracle and OpenAI until proven otherwise have probably signed a Letter of Intent (LOI) or Memorandum of Understanding (MOU). RPO can only include amounts from signed legally binding contracts where the company has a contractual right to receive payment. Oracle booking a non-binding agreement as RPO inflates revenue projections misleads investors and constitutes fraudulent misrepresentation"  
[X Link](https://x.com/anyuser/status/1965857111256216004)  2025-09-10T19:17Z 30.6K followers, 65.4K engagements


"After gathering all the publicly available information on OpenAIs financial commitments and projected losses the picture is impressive: * Broadcom Custom Chips: $10B (next year) * Oracle: $300B (5 years) * CoreWeave: $12B (5 years) * Projected Losses: $115B (4 years The Information) * Microsoft Revenue Share 20/80: $100B (based on $530550B revenue projection for 20262030) Total Estimated Liabilities & Losses: $537B by 2030"  
[X Link](https://x.com/anyuser/status/1966210462611288539)  2025-09-11T18:41Z 30.6K followers, 80.9K engagements


"OpenAI continues the pattern with its main partner in crime Nvidia: [--]. Sign a "letter of intent." [--]. Announce a very large number preferably [---] billion or more. 3.Let the algorithm pump the stocks. [--]. The party continues"  
[X Link](https://x.com/anyuser/status/1970159852635959664)  2025-09-22T16:14Z 30.6K followers, 53.9K engagements


"The Circle of Life"  
[X Link](https://x.com/anyuser/status/1970163434231853320)  2025-09-22T16:29Z 30.6K followers, 428.2K engagements


"In the late stage of the Dot Com era when the stars of that period were feeling the pressure of slowing growth and weakening demand they relied heavily on PRs LOIs MOUs round-tripping barter transactions and vendor financing. The recent OracleOpenAI and NvidiaOpenAI announcements may indicate that we are approaching a similar stage. I therefore expect more of this hype until it all eventually collapses and suddenly companies will announce a slowdown in demand as occurred in autumn [----] misleading investors like they had never seen this slow of demand before and it was all of a sudden moment"  
[X Link](https://x.com/anyuser/status/1970186935907070370)  2025-09-22T18:02Z 30.6K followers, 102.5K engagements


"The Circle of Life - including Oracle. The Circle of Life https://t.co/cQrK9tww9P The Circle of Life https://t.co/cQrK9tww9P"  
[X Link](https://x.com/anyuser/status/1970343371450519875)  2025-09-23T04:24Z 30.6K followers, 180.1K engagements


"Sam Altman says demand is insane and that he needs $1T of infrastructure. Jensen says demand is insane so he has to give OpenAI funds to buy his GPUs to meet this demand. So there is insane demand right AI adoption actually falling now for many firms https://t.co/BmTFHEqHPp AI adoption actually falling now for many firms https://t.co/BmTFHEqHPp"  
[X Link](https://x.com/anyuser/status/1971935627378856321)  2025-09-27T13:51Z 30.6K followers, 49K engagements


"The Beat-and-Raise Machine Meets the Law of Big Numbers: Jensen Huangs Playbook to Keep the Bubble Inflated The recent moves and developments from Nvidia since its last earnings call in August are no coincidence. Every step has been carefully and sophisticatedly planned by Jensen Huang himself personally approved and executed to win the war that is now approaching Nvidia: the war of big numbers. The traditional beat and raise game has become exponentially harder when the numbers themselves are $60 billion $70 billion and in the next two years potentially $100 billion in a single quarter."  
[X Link](https://x.com/anyuser/status/1972187722317287705)  2025-09-28T06:32Z 30.6K followers, 232.9K engagements


"Microsoft has been worried for a long time that building its own data centers to meet OpenAIs estimated compute demand would be a huge financial risk especially since they dont trust Sam Altmans projections and are conservative in their outlook. Thats one of the reasons Microsoft is okay with Nvidias requests to rent compute from CoreWeave Nebius and Nscale. They get great lease deals with the option to terminate literally at any time without the risk. They dont have to worry about overbuilding or GPU depreciation. They lease compute from these comfortable SPVs (the three mentioned above) and"  
[X Link](https://x.com/anyuser/status/1979559240613470665)  2025-10-18T14:44Z 30.6K followers, 213.8K engagements


"If OpenAI doesnt have money no data centers get built no GPUs get purchased"  
[X Link](https://x.com/anyuser/status/1980556868994101416)  2025-10-21T08:48Z 30.6K followers, 80.4K engagements


"It basically means that: [--]. Microsoft doesnt believe AGI will appear before [----]. [--]. Microsoft isnt certain that OpenAI will still exist by [----] so until then it intends to capitalize on OpenAIs products demand and IPs for its own benefit. [--]. If OpenAI disappears Microsoft will retain the most valuable assets its IPs. A lot of wins for Microsoft in this newly struck agreement: [--]. 27% stake in OpenAI one of the largest holdings almost equal to the nonprofits stake. [--]. Secured exclusive IP rights and Azure API usage until AGI. [--]. Microsofts IP rights to research will remain in effect A lot of"  
[X Link](https://x.com/anyuser/status/1983176338795299081)  2025-10-28T14:17Z 30.6K followers, 1.4M engagements


"Jensen basically ticked all the buzzwords that trigger the algos including a fraud statement of "$500 billion in revenue over the next six quarters." You know my opinion about Jensen"  
[X Link](https://x.com/anyuser/status/1983223187547807805)  2025-10-28T17:23Z 30.6K followers, 40.9K engagements


"Golden Age of Fraud some of the characteristics of this era can be seen below. Wow 😂 Coinbase $COIN CEO Brian literally got distracted during the earnings call to check a prediction market on what he was gonna say then went ahead and said every single word people were betting on. https://t.co/aInoaAH47C Wow 😂 Coinbase $COIN CEO Brian literally got distracted during the earnings call to check a prediction market on what he was gonna say then went ahead and said every single word people were betting on. https://t.co/aInoaAH47C"  
[X Link](https://x.com/anyuser/status/1984234048013865341)  2025-10-31T12:20Z 30.6K followers, 57.7K engagements


"Sam whose close colleagues all describe him as a serial liar with a consistent pattern of dishonesty and lying is the very person the stock market depends on to deliver his promise of $1.25$1.4 trillion in commitments. Im concerned. OpenAI co-founder Ilya Sutskever shared new details on the internal conflicts that led to Sam Altmans initial firing including a memo alleging Altman exhibited a consistent pattern of lying. Full story here: https://t.co/o6r3bHdE7h OpenAI co-founder Ilya Sutskever shared new details on the internal conflicts that led to Sam Altmans initial firing including a memo"  
[X Link](https://x.com/anyuser/status/1984870079407014184)  2025-11-02T06:27Z 30.6K followers, 1.1M engagements


"Two weeks ago it was reported that NVIDIA discussed providing a loan guarantee for OpenAI. Is Jensen trying to transfer the risk to the government now Is this in addition And how is it connected to his China will win the AI race speech Me [--] Sept: The only way for the whole Western AI bandwagon led by the duo OpenAI-Nvidia to suck in the [--] trillion $ of capital they claim to still need before their AI business reaches break even can only come from the US government WSJ today 👇🏻🤷🏻♂ https://t.co/0bT1TswrZQ Me [--] Sept: The only way for the whole Western AI bandwagon led by the duo"  
[X Link](https://x.com/anyuser/status/1986285517877748171)  2025-11-06T04:12Z 30.6K followers, 53.5K engagements


"Evergrande and other real estate developers in China once thought the same amid growing concerns about a housing bubble and an impending collapse. The government decided to let them fall and only bailed out citizens who were directly affected. Since then housing has become much more affordable in China. Will the U.S. choose the same path when major corporations like NVIDIA and OpenAI make themselves too big to fail becoming so intertwined with the stock market that the government might feel compelled to bail them out when the time comes This seems to be the new playbook on Wall Street: Get"  
[X Link](https://x.com/anyuser/status/1986294274179129715)  2025-11-06T04:47Z 30.6K followers, 82.2K engagements


"Now that everyone is talking about Michael Burrys post heres one of my many posts on this matter. And this accounting trick is just the tip of the iceberg there are many more all documented in my feed. CoreWeave and the Never-Ending GPU Depreciation A Masterclass in Accounting Elasticity CoreWeave and Nebius two public companies riding the AI infrastructure wave both operate nearly identical business models: providing high-performance GPUs such as NVIDIAs H100 and H200 https://t.co/pmRGsSnuEx CoreWeave and the Never-Ending GPU Depreciation A Masterclass in Accounting Elasticity CoreWeave and"  
[X Link](https://x.com/anyuser/status/1987967974645592127)  2025-11-10T19:37Z 30.6K followers, 131K engagements


"To anyone debating Michael Burry yes H100s are still working and going strong just like my iPhone X. CoreWeave and its accounting firm have never heard that GPUs are depreciating assets and the H100 has dropped in value by almost 50% since they bought them. For them they still believe each is worth over $40k. I also still believe my old iPhone X is worth $1000. https://t.co/bqqidHiJJ2 CoreWeave and its accounting firm have never heard that GPUs are depreciating assets and the H100 has dropped in value by almost 50% since they bought them. For them they still believe each is worth over $40k. I"  
[X Link](https://x.com/anyuser/status/1987988452114321816)  2025-11-10T20:59Z 30.6K followers, 85.7K engagements


"CoreWeave depreciated US$0.63 billion in one quarter (US$2.5 billion per year) implying an effective annual depreciation rate of around 12% if crudely annualized. Thats roughly consistent with their stated [--] to [--] year useful life for data center infrastructure. Good to know CoreWeave might still be offering Blackwells well into [----]. CoreWeave and the Never-Ending GPU Depreciation A Masterclass in Accounting Elasticity CoreWeave and Nebius two public companies riding the AI infrastructure wave both operate nearly identical business models: providing high-performance GPUs such as NVIDIAs H100"  
[X Link](https://x.com/anyuser/status/1988034004378152994)  2025-11-11T00:00Z 30.6K followers, 300K engagements

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