Ron

$20M FA - ex GS - trading for fun

[Ron @_r_d_m]

$MSFT
Probabilities

[Ron @_r_d_m]

@ModernDayInves nothing, officers for all kind of reasons, pay attention when they buy.

[Ron @_r_d_m]

$FRO $TNK $DHT - at least 40 tankers passed last days the strait ; the market doesn't realize it yet

[Tankers International @TankersInt]

Adamantios (2022 - Modern Scrubber) Fully Fixed (Estimated Voyage CII: B 🟢) Reliance Dynacom (TCE: RV USD 865K @ 19 days / Actual USD 538K @ 30 days)
https://t.co/wG3JyIkQI8

[Ron @_r_d_m]

$UBER downgrade by "respected analyst"

[Ron @_r_d_m]

@DVanLangenhove nothing hateful at all, just an opinion, which you are entitled to

[Ron @_r_d_m]

@SenWarren Yes go sue your own great tech companies - doing a great job in making China great again.

[Ron @_r_d_m]

@elonmusk Go back to work and do something on the declining Tesla sales

[Ron @_r_d_m]

@elonmusk pay the fine like a grown up and get over it dude.

[Ron @_r_d_m]

@elonmusk How long before Tesla is gone out of the EU..time is ticking

[Ron @_r_d_m]

@LegacySiu Morata

[Ron @_r_d_m]

@shanaka86 6. OpenAI burn rate, btc collateral other predictions are pure crap. NVDA is an extremely profitable, extremely cyclical hardware company that is in the middle of a once-in-a-generation boom and is stretching its balance sheet to meet demand, not to pretend demand exists.

[Ron @_r_d_m]

@shanaka86 5.A real Ponzi would involve using new investor money to pay “returns” to old investors with no underlying business. Here, there is a very visible underlying business: Nvidia ships hardware, gets a mix of receivables and pre-payments, and generates enormous profits and cash.

[Ron @_r_d_m]

@shanaka86 4.10Q shows big receivables and also shows billions of cash paid up front. That is not what you’d expect if the whole scheme is “we ship chips, nobody pays.”NVDA even discloses remaining performance obligations of $2.5B, of which about 40% will be recognized in the next 12 mo

[Ron @_r_d_m]

@shanaka86 3.CFO/Net income ≈ 86%, better than the 75% claimed.The gap is almost entirely explained in the cash-flow note.This is classic working-capital drag in a hyper-growth phase, not obviously “fake earnings.” Cash from ops is huge and strongly positive.

[Ron @_r_d_m]

@shanaka86 2.Inventories are a bit more than 1 quarter of COGS – big, but not absurd for a company ramping capacity for massive data-center demand. The notes show “excess inventory purchase obligations” of $2.77B in accrued liabilities – that’s NVDA reserving potential excess, not hiding it

[Ron @_r_d_m]

@shanaka86 1.The latest 10-Q does not show big write-offs, huge credit-loss provisions, or language suggesting clients won’t pay. The clients are mostly mega-caps. Unless there’s evidence of widespread default, “may never arrive” is just fear-mongering.

[Ron @_r_d_m]

@shanaka86 People that listened to you during the internet "bubble" in 1998 have all missed the biggest bull run of their life. Great companies will always succeed.

[Ron @_r_d_m]

@elonmusk Not at all. Europeans do not care who is the leader of the EC.

[Ron @_r_d_m]

@uwswimmer @FranckenTheo @Team_Luftwaffe @BMVg_Bundeswehr a)yes he did, https://t.co/Z8Bx1knco7
b)This is a real counter drone defense contract that get things done: https://t.co/ReRcs5aSbe or this https://t.co/S11heqXENr