GC Analytics

Founder TOP GROWTH 20
Wikifolio-Trader

[GC Analytics @gcEmpire01]

https://t.co/AeAdrotnUV via @YouTubebg BV z
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[GC Analytics @gcEmpire01]

@ProtonPrivacy Jamie as a meeting transcriber is Germany-based; would be Perfect to integrate it to Proton Meet 😍🙌🏻 @ProtonPrivacy

[GC Analytics @gcEmpire01]

@Liberty7_2521 @ProtonPrivacy Amazing idea!!

[GC Analytics @gcEmpire01]

@ProtonPrivacy Please feel inspired by @Sync they let you share folders or files with friends for a limited amount of time, limit downloads and so on. They are the Benchmark for secure collaboration 😊

[GC Analytics @gcEmpire01]

@biancoresearch @RonStoeferle Top analysis, @biancoresearch 👏🏻

[GC Analytics @gcEmpire01]

@TutaPrivacy

[GC Analytics @gcEmpire01]

@WarrenBuffett40 @ThierryBorgeat Lieber @WarrenBuffett40 : Danke für diesen entscheidenden Beitrag! Jeder, der seine Datenanalyse sauber aufbaut, kennt genau diesen Umstand! TOP! Nixons Eingriff hat eine neue Zeitrechnung ausgelöst. Keine historischen Daten vor 15.08.1971 im Vergleich zu Gold sind damit von Wert

[GC Analytics @gcEmpire01]

@ThierryBorgeat Hi @ThierryBorgeat : Zwei zentrale Hinweise: (1) Die historischen Daten greifen zu vorderst auf amerikanische Aktien zurück, die die Leitwährung stellten und die Weltmacht in diesem Zeitraum waren. (2) Die Goldkurse sind erst vernünftig ab 15.08.1971 zu nehmen (Aufl. Goldbindung)

[GC Analytics @gcEmpire01]

@SBetschinger Lt österreichischen öffentlichen Medien 15% vice versa und 50% auf Stahl.

[GC Analytics @gcEmpire01]

@clcoding AI

[Python Coding @clcoding]

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[GC Analytics @gcEmpire01]

@TutaPrivacy 2FAS Auth as the most private and secure 2FA solution is missing in the list for alternatives for Google Authenticator. I‘m glad, I am using an alternative for every listed Google App except of YouTube !

[Edward Snowden @Snowden]

Please read this thread and share it with everyone you know. It is a big deal.

[JustDario @DarioCpx]

#JustDarioDaily

🚨 $NVDA (PONZI) “LIES” UNDER $NVDA NOSE 🚨

I know a couple of things here and there about running a company, from work and direct experience. One thing is how easy it is to "grow" your revenues when your clients aren't going to pay for the goods you deliver. Another is to understand whether revenues are real or not.

$NVDA revenues grew 85% comparing the first 9 months of 2022 with the same period in 2023 to ~39bn$. Wow, how cool! Well.. very nice if it weren't for a couple of red flags 🤷🏻‍♂️

🚩 If $NVDA salespeople are doing such a spectacular job, why aren't their commissions rising in line with the revenues?

"Sales, General & Administrative" costs for $NVDA increased only 7% in the same timeframe.

Wait, maybe the Salespeople are being paid in $NVDA #stocks? Not according to $NVDA, considering that Stock-Based compensation expenses related to SG&A increased from 498m$ to 633m$ in the period, that's only 27% compared to an 85% increase in sales still! 🤷🏻‍♂️ Furthermore, it accounts for the whole growth into their SG&A items.

Wait, are you telling me that $NVDA turnover almost doubled, and their administration expenses remained unchanged? Ahaha 😂 suuuure!

Anyhow, if sales aren't making the sale, then who's doing that? The management? 😉

🚩 If $NVDA is doing so well, why did their "Accounts Receivable" explode by a whopping 1,637% to 4.5bn$ in the same timeframe between 2022 and 2023 periods we are examining.

Isn't it because you are selling things clients aren't paying for? 🤔

🚩 If $NVDA is doing so well, why did their inventory remain the same? When you sell so many goods and keep booking stellar future orders, there should be a physiological increase in inventory, right? Well, not in the case of $NVDA apparently.

$NVDA inventory stood at 4,454m$ in the first 9 months of 2022. Where is it now? 4,779m$. That's only a 7% increase.

Wait, didn't we just see a 7% increase in SG&A costs?! Ahah, this smells so much of made-up numbers 😆

🚩 People familiar with the chip industry know that companies pay royalties to 3rd parties for every chip they sell due to the jungle of IP patents and copyrights that characterize the industry. This item is a constant and highly correlated with revenues.

Now, despite $NVDA expecting exponential growth in its revenues for orders already in the bag, they reported LOWER "Prepaid Royalties" in the first 9 months of 2023 than the same period in 2022, precisely 369m$ vs 393m$ 🤭

What I find quite hilarious reading through $NVDA financials is that they use a sneaky trick to fool people's eyes. Depending on what's more convenient, they switch the comparison of the data inconsistently against either Dec-22 or Sept-22 throughout the report (so I had to dig out a few numbers from last year's 10-Q).

By the way, in the same $AAPL fashion, $NVDA is such a good Fixed Income trader as well. Actually, they are even better than Tim-Cooking because he still reports some ~11bn$ of losses in the "Other Comprehensive Income" while $NVDA (apparently) never lost a penny despite holding only 3bn$ in cash and all the remaining 15bn$ between Corporate Bonds and US Treasuries! 🤪

If, after reading all I wrote, you still feel confident $NVDA is a safe, sound, and legit investment, then I really did a bad job today.🙈

[GC Analytics @gcEmpire01]

@TenbaggerAktien @SBetschinger Abnormal! Unfassbar! Wenn NVIDIA alleine die Margen hält, könnte es das margenstärkste Unternehmen in seinem Bereich weltweit sein.

[GC Analytics @gcEmpire01]

@ThierryBorgeat Großartige Aufstellungen! Man darf allerdings nicht vergessen, dass Gold seit 2000 besser performt als S&P und der Dow. Die Drawdown-Phasen machen es möglich.

[GC Analytics @gcEmpire01]

@CWRoehl @JoeKaeser Die nächste Story, die klar belegt, dass die Green-Energy-Story eine Kapitalvernichtungsstory bei hohen Zinsen ist.

[GC Analytics @gcEmpire01]

How did you build this indicator? Is this an AI analysis result of the past momentums of crises?

[GC Analytics @gcEmpire01]

@SBetschinger Die FED wird dann kaufen (müssen), wenn die Papiere zu den angebotenen Zinsen keiner mehr kaufen wird. Aktuell wird gespielt, dass sich die USA wegen der Kriegsbeistandshilfen überschuldet und deshalb die (Markt-)Zinsen anziehen.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

12/ Ich habe fertig!

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