Mojo_flyin
@mojoflyin.bsky.social
Innovation & Disruption. Contrarian. Unboxed.
EVs | Tech | Autonomous | Macro-economics. Geo politics - YES. Politics - NO. Not financial advice. Trolls ❌
EVs | Tech | Autonomous | Macro-economics. Geo politics - YES. Politics - NO. Not financial advice. Trolls ❌
A full wash & wax on $NVDA #AI Ponzi scheme by @FT
While they didn't get into $SMCI $DELL inventory stuffing & round tripping to their customers like $MSFT
The entire house of cards on which #Coreweave & others funded by #Blackstone $MS $JPM etc is exposed
This ends badly 💣
While they didn't get into $SMCI $DELL inventory stuffing & round tripping to their customers like $MSFT
The entire house of cards on which #Coreweave & others funded by #Blackstone $MS $JPM etc is exposed
This ends badly 💣
November 16, 2024 at 2:12 PM
A full wash & wax on $NVDA #AI Ponzi scheme by @FT
While they didn't get into $SMCI $DELL inventory stuffing & round tripping to their customers like $MSFT
The entire house of cards on which #Coreweave & others funded by #Blackstone $MS $JPM etc is exposed
This ends badly 💣
While they didn't get into $SMCI $DELL inventory stuffing & round tripping to their customers like $MSFT
The entire house of cards on which #Coreweave & others funded by #Blackstone $MS $JPM etc is exposed
This ends badly 💣