captjack on Nostr: AI BUBBLE wall st #SMCI #supermicro cook book - AI was cooking for YEARS - since ...

AI BUBBLE wall st #SMCI #supermicro cook book - AI was cooking for YEARS - since maybe 2023 - arrest in march 2026 is diversion / coverup - that's the decrypted translation JustDario 🏊‍♂️
Nov 5, 2025
$SMCI earnings:
> Revenues DOWN ~1bn$ vs same quarter in 2024
> Cash DOWN ~1bn$ vs June
> Inventory UP ~1bn$ vs June

This is how it looks like when a client unexpectedly cancels 1bn$ worth of orders 🤫

#NVIDIA #NVDA