Terminal Value🧃
@valueterminal.bsky.social
Cruise ship Zumba instructor. Lapsed CFA Charterholder. Banned from Boat Owners Forum (unjustly)
Reposted by Terminal Value🧃
Clear implication of this: it's completely inconsistent with the AI investment story topping out near-term. Q4 sales estimates smashed estimates, Q3 actuals were very strong, there's just nothing here to suggest we're done yet (though, ofc, we will be eventually! just not yet!)
That's a beat
*NVIDIA 3Q ADJ EPS $1.30
*NVIDIA 3Q REV. $57.01B, EST. $55.19B
*NVIDIA 3Q DATA CENTER REVENUE $51.2B, EST. $49.34B
*NVIDIA SEES 4Q REVENUE $65.0 BILLION PLUS OR MINUS 2%
*NVIDIA 3Q ADJ EPS $1.30
*NVIDIA 3Q REV. $57.01B, EST. $55.19B
*NVIDIA 3Q DATA CENTER REVENUE $51.2B, EST. $49.34B
*NVIDIA SEES 4Q REVENUE $65.0 BILLION PLUS OR MINUS 2%
November 19, 2025 at 9:48 PM
Clear implication of this: it's completely inconsistent with the AI investment story topping out near-term. Q4 sales estimates smashed estimates, Q3 actuals were very strong, there's just nothing here to suggest we're done yet (though, ofc, we will be eventually! just not yet!)
Reposted by Terminal Value🧃
“Nvidia Gives Strong Forecast, Countering Fears of AI Bubble”
I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.
In fact, a bubble effectively <requires> “too many” of these to be bought.
I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.
In fact, a bubble effectively <requires> “too many” of these to be bought.
November 19, 2025 at 10:08 PM
“Nvidia Gives Strong Forecast, Countering Fears of AI Bubble”
I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.
In fact, a bubble effectively <requires> “too many” of these to be bought.
I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.
In fact, a bubble effectively <requires> “too many” of these to be bought.
Now I know ChatGPT didn’t just tell me to calm down
November 19, 2025 at 10:47 PM
Now I know ChatGPT didn’t just tell me to calm down
Olivia Nuzzi took down Cloudflare to shut off the internet after that blog post. Girl, I feel you, I'd be so mad too
November 18, 2025 at 3:54 PM
Olivia Nuzzi took down Cloudflare to shut off the internet after that blog post. Girl, I feel you, I'd be so mad too
Once again a Cloudflare engineer has shipped to prod and immediately passed out in a food coma from too many Hot Pockets
November 18, 2025 at 3:53 PM
Once again a Cloudflare engineer has shipped to prod and immediately passed out in a food coma from too many Hot Pockets
Reposted by Terminal Value🧃
Some great charts on #AI from the Wall Street Journal. t.ly/xvvbw "AI products would have to create an additional $650 billion a year, indefinitely, to give investors a reasonable 10% annual return. That’s more than 150% of Apple’s yearly revenue"
November 16, 2025 at 8:15 PM
Some great charts on #AI from the Wall Street Journal. t.ly/xvvbw "AI products would have to create an additional $650 billion a year, indefinitely, to give investors a reasonable 10% annual return. That’s more than 150% of Apple’s yearly revenue"
Anybody else wanna get a disruptive edge by taking an ancient bath? I know I do
November 15, 2025 at 3:23 AM
Anybody else wanna get a disruptive edge by taking an ancient bath? I know I do
Your everyday use of voice typing could help a Latvian hacker scam thousands of dollars from naive seniors who still answer unknown numbers
November 14, 2025 at 4:49 AM
Your everyday use of voice typing could help a Latvian hacker scam thousands of dollars from naive seniors who still answer unknown numbers
Maybe later. Maybe never
November 14, 2025 at 4:48 AM
Maybe later. Maybe never
Reposted by Terminal Value🧃
Recently we hired @jimray.bsky.team as a new devrel at Bluesky, and I wanted to give him an overview of the Atmosphere. We recorded the session!
I give you: Squeeky Board with Paul and Jim, a detailed overview of AT://
I give you: Squeeky Board with Paul and Jim, a detailed overview of AT://
Squeeky Board with Paul and Jim
YouTube video by Paul Frazee
www.youtube.com
November 11, 2025 at 11:33 PM
Recently we hired @jimray.bsky.team as a new devrel at Bluesky, and I wanted to give him an overview of the Atmosphere. We recorded the session!
I give you: Squeeky Board with Paul and Jim, a detailed overview of AT://
I give you: Squeeky Board with Paul and Jim, a detailed overview of AT://
Top 10 Man-Made Horrors Beyond Your Imagination That Had Us Screaming (Number 6 is INSANE!!!)
November 11, 2025 at 10:43 PM
Top 10 Man-Made Horrors Beyond Your Imagination That Had Us Screaming (Number 6 is INSANE!!!)
You can now send voice notes and videos in LinkedIn InMail messages, and people are actually doing it… everything after the transistor was a mistake
November 11, 2025 at 10:39 PM
You can now send voice notes and videos in LinkedIn InMail messages, and people are actually doing it… everything after the transistor was a mistake
Reposted by Terminal Value🧃
So excited to welcome Financial Juice - a leader in democratizing financial news. Traders rely on them to get breaking news fast. Follow for up-to-the-minute headlines seconds after they happen!
The US lost average of 11,250 private-sector jobs in four weeks ended October 25 - ADP
November 11, 2025 at 2:25 PM
So excited to welcome Financial Juice - a leader in democratizing financial news. Traders rely on them to get breaking news fast. Follow for up-to-the-minute headlines seconds after they happen!
Remember when VR/AR was supposed to transform society but then it turned out it peaked with BEAT SABER
November 11, 2025 at 2:17 AM
Remember when VR/AR was supposed to transform society but then it turned out it peaked with BEAT SABER
Reposted by Terminal Value🧃
WILLIAMS: THERE WILL SOME ISSUES WITH AI REGARDING LABOR MARKETS
November 6, 2025 at 5:25 PM
WILLIAMS: THERE WILL SOME ISSUES WITH AI REGARDING LABOR MARKETS
Happy Friday y'all... Did you create some shareholder value this week? I know I did
November 7, 2025 at 10:13 PM
Happy Friday y'all... Did you create some shareholder value this week? I know I did
Protected streetcar lanes getting painted in & the whole neighbourhood smells like toxic chemicals. City of Toronto still using the endocrine-disrupting paint with volatile organic compounds. Take that, woke moralists
November 7, 2025 at 10:12 PM
Protected streetcar lanes getting painted in & the whole neighbourhood smells like toxic chemicals. City of Toronto still using the endocrine-disrupting paint with volatile organic compounds. Take that, woke moralists
Oh well, there’s always hockey season…
November 7, 2025 at 1:51 AM
Oh well, there’s always hockey season…
Intense concentration, completing tough intellectual tasks, burns thousands of calories per hour - in fact, more than jogging or cross country skiing. This is why when somebody gorges themselves on food we say they're "eating like a chess grandmaster"
November 6, 2025 at 9:44 PM
Intense concentration, completing tough intellectual tasks, burns thousands of calories per hour - in fact, more than jogging or cross country skiing. This is why when somebody gorges themselves on food we say they're "eating like a chess grandmaster"
Happy last day of the year in Toronto that the sun sets before 5 PM
November 6, 2025 at 3:39 PM
Happy last day of the year in Toronto that the sun sets before 5 PM
Reposted by Terminal Value🧃
Moontower Wednesday
The best explanation I've seen articulated on why poker is used to train traders
moontower.substack.com/p/why-poker-...
The best explanation I've seen articulated on why poker is used to train traders
moontower.substack.com/p/why-poker-...
why poker is used to train traders
Moontower Munchies #131
moontower.substack.com
November 5, 2025 at 4:40 PM
Moontower Wednesday
The best explanation I've seen articulated on why poker is used to train traders
moontower.substack.com/p/why-poker-...
The best explanation I've seen articulated on why poker is used to train traders
moontower.substack.com/p/why-poker-...
Reposted by Terminal Value🧃
My man @iphawk.bsky.social called it. 👇 Bonds getting beat up as it becomes obvious deficits are going to be ballooning even faster.
The Bond market is blaring tariffs will have to be paid back and gov will have to ramp issuances to cover the cash.
If you weren't aware the scotusblog live coverage is very good.
www.scotusblog.com/2025/10/oral...
If you weren't aware the scotusblog live coverage is very good.
www.scotusblog.com/2025/10/oral...
Oral argument live blog for Wednesday, November 5
Beginning at 9:30 a.m., we will be live blogging as the court hears oral arguments in Learning Resources, Inc. v. Trump. Note: A login is not required to participate in […]
www.scotusblog.com
November 5, 2025 at 4:55 PM
My man @iphawk.bsky.social called it. 👇 Bonds getting beat up as it becomes obvious deficits are going to be ballooning even faster.
Reposted by Terminal Value🧃
Voted in the NYC election today! Illegally (I’m Canadian) but I really wanted to be part of it 👍
November 5, 2025 at 2:04 AM
Voted in the NYC election today! Illegally (I’m Canadian) but I really wanted to be part of it 👍