Viewing profile — igtt

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The reality is we can’t trust accounting earnings anyway. We need to see the cash flows.

And they actually can’t increase the price much. Token generation is the metric Jensen Huang keeps pushing to temper analysts, which also affect nvidia’s future expected cash flows…

The issue is investors want discipline. They want to see the CEO communicate a path to profitability. Anthropic has - purely by focusing. OAI in contrast is all over the place and …

The reality is given how much OAI has raised, they have to get to a place where they are doing insane revenues… We’re talking on the level of meta, google and probably more if they…

I think the IPO and subsequent quarterly earnings where they will be pressured by analysts will pop it all. I was watching a recent Jensen Huang Q&A with analysts and it was essent…