Rui Xie2
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$Alphabet-C (GOOG.US)$ regarding margins concerns
Sometimes it feels like wall street is on a beginners accounting course, where I have to anticipate most elementary errors they can make and then suddenly (when realised the next basic thing) move market into another direction.
In other terms 12bn x 6quarters of capex = 72bn to depreciate over 5y and 4 quarters = 3.6bn costs of sales that are not compensated with revenue yet.
This was obvious with the first capex on AI. How it moves the price now ...
Sometimes it feels like wall street is on a beginners accounting course, where I have to anticipate most elementary errors they can make and then suddenly (when realised the next basic thing) move market into another direction.
In other terms 12bn x 6quarters of capex = 72bn to depreciate over 5y and 4 quarters = 3.6bn costs of sales that are not compensated with revenue yet.
This was obvious with the first capex on AI. How it moves the price now ...
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Rui Xie2
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$NVIDIA (NVDA.US)$ jensen announced sell plan before stock split of 600K stocks, that is 6 Mil stock now. Starting from 13 June his first sell of 120K, the whole 50 day process will end right before the Q2 annoucement
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Rui Xie2
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Rui Xie2
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$NVIDIA (NVDA.US)$ its up like my blood pressure
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Rui Xie2
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Rui Xie2
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$Advanced Micro Devices (AMD.US)$ Sinking to 165.28 before market open!!
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Rui Xie2
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$NVIDIA (NVDA.US)$ I can feel the momentum is coming.... Let's go and break 972....😃
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