Newspapers have been cheering up the “deal” this week where Softbank managed Vision Fund successfully sold ARM 25% it owned to… Softbank. In September 2020, $NVDA agreed to buy the whole ARM from Softbank at a $40bn valuation paying in cash and shares (NVIDIA), but it preferred to lose $1.25bn…| JustDario
WHICH BANKS ARE AT RISK OF GOING BUST IN A LIQUIDITY CRISIS BECAUSE ALREADY (RIDICULOUSLY) INSOLVENT?| JustDario
THE AI END GAME: WINNER TAKES IT ALL AND EVERYONE ELSE LOSES MASSIVELY| JustDario
NOT THE START OF THE YEAR EVERYONE EXPECTED. A “LIFETIME #BTFD OPPORTUNITY” OR BETTER TO BE CAREFUL?| JustDario
CHEF’S TABLE: NVIDIA| JustDario
WITHOUT THE FED BTFP, BANKS WILL NOW HAVE A HARDER TIME TO “HIDE TILL MATURITY” THEIR LOSSES| JustDario