[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@kakashiii111](/creator/twitter/kakashiii111) "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 $XXX billion in Q1 2022 to nearly $XX billion by Q1 2025. Thats more than XX 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"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1946606541668274341) 2025-07-19 16:22:20 UTC 17.1K followers, 91.2K engagements "@OliStewartone Probably a severe dilution as part of a future merger with Tesla"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1947950752233844879) 2025-07-23 09:23:45 UTC 17.1K followers, XX engagements "@atc6955 I agree but this huge amountmost of which is tied to businesses bleeding moneyIm not sure how it will end"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1946608193376755957) 2025-07-19 16:28:54 UTC 17.1K followers, 3954 engagements "Congrats to Shandong on achieving rapid growth in AI now accounting for X% of China's AI industry. Without GPUs imports from Malaysia and support from Inspur an important partner of Nvidia this couldnt have happened. Thanks to everyone who contributed"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1947287492916298018) 2025-07-21 13:28:11 UTC 17.1K followers, 1609 engagements "Nvidia reported sales of $XXX billion worth of H20 GPUs prior to the ban in April. Looking into the earnings reports of Tencent Baidu and Alibaba and making an approx. calculation for ByteDance these chinese tech giants purchased in the first quarter of 2025: * Tencent: $XXX billion worth of GPUs * Alibaba: approximately $1.21.4 billion * ByteDance: approximately $1.21.4 billion All were billed to their subsidiaries in Singapore. In addition Baidu purchased $XXX million worth of GPUs in the first quarter. These could be divided between Huawei GPUs and Nvidia possibly H20 but potentially other"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1939426096115818792) 2025-06-29 20:49:48 UTC 17.1K followers, 26.6K 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 $XX billion has stockpiled hundreds of thousands of GPUs many of which are basically"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1941922959792239011) 2025-07-06 18:11:27 UTC 17.1K followers, 358.3K engagements "We have to understand that the projects in Malaysia are there for a reason. Malaysia was chosen for several reasons and I guess we all know why. In addition if we want to be compliant with BIS regulations ByteDance should not be receiving advanced chips from American companies. The fact that they are being served suggests that for some reason (which we all know) these regulations are not being enforced. The situation is even worse under this administration than it was under Bidens because now Nvidia has Sacks and Krishnan as protectors. This benefits Nvidia even when it conflicts with U.S."  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1945860609041416264) 2025-07-17 14:58:16 UTC 17.1K followers, XXX engagements "Lets analyze the blog post from Nvidia from a legal and compliance perspective. Nvidia wrote very carefully noting that Nvidia is filing applications to sell the Nvidia H20 GPU again. This means Nvidia is filing the application as we speak or filed it in the last day or so. It is immediate language. Now according to BIS regulations upon submission from the date of receipt into their database the BIS licensing officer has nine days to analyze the information provided. If the license application is complete and Nvidia hasnt made any mistakes or the licensing officer hasnt put it on hold he will"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1945077525413081117) 2025-07-15 11:06:34 UTC 17.1K followers, 87.8K engagements "@cloudventures_ exactly. CoreWeave going public was a miracle thanks to Daddy nvidia"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1947723113430397057) 2025-07-22 18:19:11 UTC 17.1K followers, XXX engagements "@rwang07 This exactly confirm what I said. Tencent Bytedance and alibaba were the buyers of H20s through Singapore subsidiaries:"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1945094777982091688) 2025-07-15 12:15:07 UTC 17.1K followers, XXX engagements "Tesla posts negative income in quarter X. X. 1"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1947761239255286089) 2025-07-22 20:50:41 UTC 17.1K followers, 3160 engagements "@Jukanlosreve Not fully accurate. China mobile and china telecom also nvidia customers indirectly"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1947340695397630455) 2025-07-21 16:59:36 UTC 17.1K followers, XXX engagements "China's Tech Independence: The Unintended Consequences of Trump's 2019 Huawei Ban The Chinese government will never forget May XX 2019. On this date Trump during his first term effectively banned Huawei through a national security order from doing business with American companies which immediately impacted Huawei as they could no longer access advanced chips or use Android and Google services. This was a shock for Huawei for major Chinese tech companies and for the Chinese government. Following these events the Chinese government took immediate action to support Huawei and decided that their"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1947756119600075093) 2025-07-22 20:30:21 UTC 17.1K followers, 4272 engagements "@atc6955 last quarter was 40B how did you get to 150B"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1946609491962687802) 2025-07-19 16:34:03 UTC 17.1K followers, XXX engagements "When things unfold dont be surprised to see Nvidia lose over $X trillion in valuation in a single day"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1945845763784814774) 2025-07-17 13:59:16 UTC 17.1K followers, 100.5K engagements "Musk posted three times about GPUs in less than XX hours. Thats unusual. what happened A call from Jensen Trying to lure new debtholders with these fresh debts"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1947762274468307173) 2025-07-22 20:54:48 UTC 17.1K followers, 6287 engagements "So we're back to the original scale of the so-called 'Stargate' which is roughly in the low dozens of billions"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1947423076402028660) 2025-07-21 22:26:57 UTC 17.1K followers, 5149 engagements "Last year Quanta Computer secured contracts to deliver NVIDIA GB200-based AI servers for Google Amazon Meta and Microsoft. But tell me did they actually ship any GB200s in December as NVIDIA so graciously promised their customers If they had I doubt we'd be staring at a MoM decline of -2.1%"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1878241814978908595) 2025-01-12 00:45:19 UTC 17.1K followers, 23.2K engagements "If you were wondering why it's hard to investigate Nvidia"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1947243170921628030) 2025-07-21 10:32:04 UTC 17.1K followers, 5712 engagements "@EnergyCredit1 I will never tell to people what to do and never did. read my pin"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1946619628337107404) 2025-07-19 17:14:20 UTC 17.1K followers, XXX engagements "@hamandcheese China revenue directly and indirectly are third of the overall revenue for Nvidia. Do you still think we cant bet on a big hit"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1945854430420554238) 2025-07-17 14:33:43 UTC 17.1K followers, 4649 engagements "Nvidia added $XXX billion in market value yesterday based on a blog post stating that it is filing an application to sell $XXX billion worth of H20 inventorywithout any guarantee that it will be approved"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1945353522335089090) 2025-07-16 05:23:17 UTC 17.1K followers, 25.9K engagements "It's not about how many GPUs you have but about the talent you have and how efficiently you use the computing power at your disposal. I thought the DeepSeek moment made that very clear but it seems Silicon Valleyorchestrated by NVIDIAchose to ignore reality. Now Meta has finally woken up to it"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1947370543109288371) 2025-07-21 18:58:12 UTC 17.1K followers, 4381 engagements "So now the new debtholders dont want depreciated GPUs as collateral they want the Grok IP instead. This is getting more and more creative. You know wholl be left holding the bags in the end. Hint: Its not Musk"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1947719726626459835) 2025-07-22 18:05:44 UTC 17.1K followers, 22K engagements "I didn't know that ByteDance is a U.S.-based customer. Thanks Nvidia I'm always keen to learn new things"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1948021032696037721) 2025-07-23 14:03:01 UTC 17.1K followers, 6055 engagements "lol. This company should never go public. It's only thanks to Nvidia injecting money to support the IPO. CoreWeave ticks every box of scandal and fraud"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1945228256682078404) 2025-07-15 21:05:31 UTC 17.1K followers, 11.2K engagements "The most important. The question is: Who is lobbying behind the scenes for Taiwan Ask yourself how this will impact the stock market before answering"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1942530631646212585) 2025-07-08 10:26:07 UTC 17.1K followers, 4855 engagements "Nvidia Presents the Cloud Credits Boom NVIDIAs cloud credits method began in the second half of 2022 when they announced partnerships with cloud service providers to offer cloud-based infrastructure for training AI modelsjust in time for ChatGPTs launch and the AI FOMO frenzy. Why Did Nvidia Come Up With This Nvidia realized their own cloud services might not make money quickly and would require significant time and investment to grow. So by partnering with cloud companies Nvidia lets these companies join the AI party by scoring GPUs without needing to come up with the cash. How Does the"  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1946256097888858380) 2025-07-18 17:09:48 UTC 17.1K followers, 36.8K engagements "Texas Instruments doesn't have 120b buyback program to offset this "style clubbing""  [@kakashiii111](/creator/x/kakashiii111) on [X](/post/tweet/1947995392785928195) 2025-07-23 12:21:08 UTC 17.1K followers, 2652 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@kakashiii111
"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 $XXX billion in Q1 2022 to nearly $XX billion by Q1 2025. Thats more than XX 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"
@kakashiii111 on X 2025-07-19 16:22:20 UTC 17.1K followers, 91.2K engagements
"@OliStewartone Probably a severe dilution as part of a future merger with Tesla" @kakashiii111 on X 2025-07-23 09:23:45 UTC 17.1K followers, XX engagements
"@atc6955 I agree but this huge amountmost of which is tied to businesses bleeding moneyIm not sure how it will end" @kakashiii111 on X 2025-07-19 16:28:54 UTC 17.1K followers, 3954 engagements
"Congrats to Shandong on achieving rapid growth in AI now accounting for X% of China's AI industry. Without GPUs imports from Malaysia and support from Inspur an important partner of Nvidia this couldnt have happened. Thanks to everyone who contributed" @kakashiii111 on X 2025-07-21 13:28:11 UTC 17.1K followers, 1609 engagements
"Nvidia reported sales of $XXX billion worth of H20 GPUs prior to the ban in April. Looking into the earnings reports of Tencent Baidu and Alibaba and making an approx. calculation for ByteDance these chinese tech giants purchased in the first quarter of 2025: * Tencent: $XXX billion worth of GPUs * Alibaba: approximately $1.21.4 billion * ByteDance: approximately $1.21.4 billion All were billed to their subsidiaries in Singapore. In addition Baidu purchased $XXX million worth of GPUs in the first quarter. These could be divided between Huawei GPUs and Nvidia possibly H20 but potentially other" @kakashiii111 on X 2025-06-29 20:49:48 UTC 17.1K followers, 26.6K 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 $XX billion has stockpiled hundreds of thousands of GPUs many of which are basically" @kakashiii111 on X 2025-07-06 18:11:27 UTC 17.1K followers, 358.3K engagements
"We have to understand that the projects in Malaysia are there for a reason. Malaysia was chosen for several reasons and I guess we all know why. In addition if we want to be compliant with BIS regulations ByteDance should not be receiving advanced chips from American companies. The fact that they are being served suggests that for some reason (which we all know) these regulations are not being enforced. The situation is even worse under this administration than it was under Bidens because now Nvidia has Sacks and Krishnan as protectors. This benefits Nvidia even when it conflicts with U.S." @kakashiii111 on X 2025-07-17 14:58:16 UTC 17.1K followers, XXX engagements
"Lets analyze the blog post from Nvidia from a legal and compliance perspective. Nvidia wrote very carefully noting that Nvidia is filing applications to sell the Nvidia H20 GPU again. This means Nvidia is filing the application as we speak or filed it in the last day or so. It is immediate language. Now according to BIS regulations upon submission from the date of receipt into their database the BIS licensing officer has nine days to analyze the information provided. If the license application is complete and Nvidia hasnt made any mistakes or the licensing officer hasnt put it on hold he will" @kakashiii111 on X 2025-07-15 11:06:34 UTC 17.1K followers, 87.8K engagements
"@cloudventures_ exactly. CoreWeave going public was a miracle thanks to Daddy nvidia" @kakashiii111 on X 2025-07-22 18:19:11 UTC 17.1K followers, XXX engagements
"@rwang07 This exactly confirm what I said. Tencent Bytedance and alibaba were the buyers of H20s through Singapore subsidiaries:" @kakashiii111 on X 2025-07-15 12:15:07 UTC 17.1K followers, XXX engagements
"Tesla posts negative income in quarter X. X. 1" @kakashiii111 on X 2025-07-22 20:50:41 UTC 17.1K followers, 3160 engagements
"@Jukanlosreve Not fully accurate. China mobile and china telecom also nvidia customers indirectly" @kakashiii111 on X 2025-07-21 16:59:36 UTC 17.1K followers, XXX engagements
"China's Tech Independence: The Unintended Consequences of Trump's 2019 Huawei Ban The Chinese government will never forget May XX 2019. On this date Trump during his first term effectively banned Huawei through a national security order from doing business with American companies which immediately impacted Huawei as they could no longer access advanced chips or use Android and Google services. This was a shock for Huawei for major Chinese tech companies and for the Chinese government. Following these events the Chinese government took immediate action to support Huawei and decided that their" @kakashiii111 on X 2025-07-22 20:30:21 UTC 17.1K followers, 4272 engagements
"@atc6955 last quarter was 40B how did you get to 150B" @kakashiii111 on X 2025-07-19 16:34:03 UTC 17.1K followers, XXX engagements
"When things unfold dont be surprised to see Nvidia lose over $X trillion in valuation in a single day" @kakashiii111 on X 2025-07-17 13:59:16 UTC 17.1K followers, 100.5K engagements
"Musk posted three times about GPUs in less than XX hours. Thats unusual. what happened A call from Jensen Trying to lure new debtholders with these fresh debts" @kakashiii111 on X 2025-07-22 20:54:48 UTC 17.1K followers, 6287 engagements
"So we're back to the original scale of the so-called 'Stargate' which is roughly in the low dozens of billions" @kakashiii111 on X 2025-07-21 22:26:57 UTC 17.1K followers, 5149 engagements
"Last year Quanta Computer secured contracts to deliver NVIDIA GB200-based AI servers for Google Amazon Meta and Microsoft. But tell me did they actually ship any GB200s in December as NVIDIA so graciously promised their customers If they had I doubt we'd be staring at a MoM decline of -2.1%" @kakashiii111 on X 2025-01-12 00:45:19 UTC 17.1K followers, 23.2K engagements
"If you were wondering why it's hard to investigate Nvidia" @kakashiii111 on X 2025-07-21 10:32:04 UTC 17.1K followers, 5712 engagements
"@EnergyCredit1 I will never tell to people what to do and never did. read my pin" @kakashiii111 on X 2025-07-19 17:14:20 UTC 17.1K followers, XXX engagements
"@hamandcheese China revenue directly and indirectly are third of the overall revenue for Nvidia. Do you still think we cant bet on a big hit" @kakashiii111 on X 2025-07-17 14:33:43 UTC 17.1K followers, 4649 engagements
"Nvidia added $XXX billion in market value yesterday based on a blog post stating that it is filing an application to sell $XXX billion worth of H20 inventorywithout any guarantee that it will be approved" @kakashiii111 on X 2025-07-16 05:23:17 UTC 17.1K followers, 25.9K engagements
"It's not about how many GPUs you have but about the talent you have and how efficiently you use the computing power at your disposal. I thought the DeepSeek moment made that very clear but it seems Silicon Valleyorchestrated by NVIDIAchose to ignore reality. Now Meta has finally woken up to it" @kakashiii111 on X 2025-07-21 18:58:12 UTC 17.1K followers, 4381 engagements
"So now the new debtholders dont want depreciated GPUs as collateral they want the Grok IP instead. This is getting more and more creative. You know wholl be left holding the bags in the end. Hint: Its not Musk" @kakashiii111 on X 2025-07-22 18:05:44 UTC 17.1K followers, 22K engagements
"I didn't know that ByteDance is a U.S.-based customer. Thanks Nvidia I'm always keen to learn new things" @kakashiii111 on X 2025-07-23 14:03:01 UTC 17.1K followers, 6055 engagements
"lol. This company should never go public. It's only thanks to Nvidia injecting money to support the IPO. CoreWeave ticks every box of scandal and fraud" @kakashiii111 on X 2025-07-15 21:05:31 UTC 17.1K followers, 11.2K engagements
"The most important. The question is: Who is lobbying behind the scenes for Taiwan Ask yourself how this will impact the stock market before answering" @kakashiii111 on X 2025-07-08 10:26:07 UTC 17.1K followers, 4855 engagements
"Nvidia Presents the Cloud Credits Boom NVIDIAs cloud credits method began in the second half of 2022 when they announced partnerships with cloud service providers to offer cloud-based infrastructure for training AI modelsjust in time for ChatGPTs launch and the AI FOMO frenzy. Why Did Nvidia Come Up With This Nvidia realized their own cloud services might not make money quickly and would require significant time and investment to grow. So by partnering with cloud companies Nvidia lets these companies join the AI party by scoring GPUs without needing to come up with the cash. How Does the" @kakashiii111 on X 2025-07-18 17:09:48 UTC 17.1K followers, 36.8K engagements
"Texas Instruments doesn't have 120b buyback program to offset this "style clubbing"" @kakashiii111 on X 2025-07-23 12:21:08 UTC 17.1K followers, 2652 engagements