Everyone makes mistakes; that’s part of being human, and I make mistakes as well from time to time. The mistake I made this past week was overlooking the fact that SMCI fell into the “Large Accelerated Filers” category (wrong post here) concerning the mandatory reporting requirements the company has to...| JustDario
WHICH BANKS ARE AT RISK OF GOING BUST IN A LIQUIDITY CRISIS BECAUSE ALREADY (RIDICULOUSLY) INSOLVENT?| JustDario
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
THE AI END GAME: WINNER TAKES IT ALL AND EVERYONE ELSE LOSES MASSIVELY| JustDario
