Earl Zimmermann

[Earl Zimmermann @coachearl]

@chasedownleads A million in 3 years. That's what's wrong. If they can't afford it than its not worth your asking price. Drop the price on your unrealistic paper profit. That will help the market. That's true capitalism. The government has spent 20 years messing up the economy

[Earl Zimmermann @coachearl]

@KobeissiLetter https://t.co/kypbtUefGf

[Shanaka Anslem Perera ⚡ @shanaka86]

The $33.4 Billion Shell Game: How Silicon Valley’s Greatest Fraud Unravels in 40 Days

Nvidia reported something devastating yesterday that nobody caught.

Days Sales Outstanding jumped to 53 days. Historical average: 46 days. That seven day difference represents $10.4 billion in revenue Nvidia collected on paper but never in cash.

Here’s what’s actually happening:

Nvidia invests in AI startups.
Those startups buy cloud services.
Cloud providers use that money to buy Nvidia chips.
Nvidia books it as revenue.
But it’s the same money going in circles.

The proof is mathematical:
• Accounts receivable: $33.4 billion (doubled since last year)
• Inventory: $19.8 billion (rising during a “shortage”)
• Cloud commitments: $26 billion (doubled in 90 days)

Total capital trapped: $79.2 billion.
Total cash generated last year: $64.8 billion.

They’ve trapped more money than they’ve ever made.

The smoking gun: Inventory rising 32% while claiming “insane demand” is impossible unless those chips aren’t actually selling. You cannot have shortage and surplus simultaneously. Basic physics.

Operating cash flow is only 75% of net income. Healthy companies generate 100% or more. That 25% gap? Fake revenue that will never become real money.

What happens next:

December 2025: Aging schedule reveals truth
February 2026: Last chance to exit
April 2026: First receivables writeoff
October 2026: Full unraveling begins
Stock price today: $140
Price after writeoffs: $70

This isn’t speculation. It’s accounting arithmetic. When receivables age beyond 60 days, writeoffs are mandatory under GAAP.

Nortel did this in 2001. Lucent in 2000. Both went to zero.

The mechanism is identical: circular vendor financing disguised as growth.

Verify yourself: Check any tech company’s DSO. Above 50 spells doom.

The countdown has begun.​​​​​​​​​​​​​​​​

Read the super deep dive article here - https://t.co/CcJirfHU0V

[Earl Zimmermann @coachearl]

@KobeissiLetter NVDA cooked the books

[Earl Zimmermann @coachearl]

@anyatrades Need to find a restaurant for dinner and chat about stocks for the week ahead

[Earl Zimmermann @coachearl]

@RedDogT3 Couldn't be happier with the VTF. After 2 yrs of listening to the morning calls. Executing on 8 and 21 day rules profiting from the power plays decided to go full time and have been crushing it for the past month.

[Earl Zimmermann @coachearl]

@El_professorX @elonmusk @SawyerMerritt @Tesla It's ok for a US auto. BYD and Xiaomi SU7 ultra are decades ahead of any Tesla. BYD does over 600 miles on a single charge and for less than 30k. The Ultra has 1550 HP and is 75k. That's why Tesla sales r down in China. Get this Korea has a hydrogen fuel network. US lagging

[Earl Zimmermann @coachearl]

@the_jefferymead I know u have a solution when homes aren't being built, when 1 million migrants aren't picking crops in CA alone, hospitality industry in shambles. Go we are listening on how u plan to replace all those hard working people

[Earl Zimmermann @coachearl]

@the_jefferymead About 30 yrs to late. I only support this if they have commented a crime and r convicted. In 2022 Immigrants paid 59 billion in federal taxes and 37 billion in state taxes
Think about that for a second

[Earl Zimmermann @coachearl]

@mcuban @costplusdrugs An example of PBM is Express Scripts a publicly traded company. Thus must show profits every 90 days. Was acquired by Cigna Group in 2018 for 67 billion

[Earl Zimmermann @coachearl]

@SpeakerJohnson @elonmusk @DOGE Wait what. Elon said 1 -2 trillion he could find. Only found 150 billion. So that's, 0.075% he found a penny in the sofa. Good work

[Earl Zimmermann @coachearl]

@offshorehunters Just saw that u r in Scott Redler chat room. Well I know I'm back in the right spot. Going full time again in July

[Earl Zimmermann @coachearl]

@teslaownersSV @elonmusk As for the affects on the climate. Wouldn't be pounding my chest

[Earl Zimmermann @coachearl]

@therabbithole So what. Now we can get rid of all the guns in our society. No paved roads. Schools r wooded shack. Life expectancy was 50

[Earl Zimmermann @coachearl]

@sanglucci Check out gold belly

[Earl Zimmermann @coachearl]

@RedDogT3 Did this morning

[Earl Zimmermann @coachearl]

@sanglucci Why did u post the wholesale price of eggs. The national price for consumers is 5.90 it's up 0.94 from last month. I thought u were intelligent

[Earl Zimmermann @coachearl]

@elonmusk An easy 600 billion is go after people that don't pay their taxes. DOGE is only cutting the weeds. He has no idea where the limbs are. Remaining days at the government is 110 days

[Earl Zimmermann @coachearl]

@LauraKelrobin @KanekoaTheGreat Your credibility would rise if u did some research before posting. This is in fact a lie. As a good person u should remove this

[Earl Zimmermann @coachearl]

@elonmusk Individuals post opinions. They don't take any time to fact check what they repost. 80% that Individuals post isn't true that includes Elon or who does all his posts. Because it isn't him

[Earl Zimmermann @coachearl]

@VintageAston Is this Nick Candee who recently had a 2014 AM DB9 for sale on BAT