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Nvidia just paid $20B for a company that missed its revenue target by 75%

blog.drjoshcsimmons.com

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Re: Nvidia just paid $20B for a company that missed its revenue target by 75%

#121

Post by sireat »

wkat4242 wrote: post #2

It's a shame. Groq was really great. Nvidia is stifling innovation here. I don't understand how market regulators allow this.

Very simple - look for who has a stake in Groq currently:

https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startu...

"Davis, whose firm has invested more than half a billion dollars in Groq since the company was founded in 2016, said the deal came together quickly. Groq raised $750 million at a valuation of about $6.9 billion three months ago. Investors in the round included Blackrock and Neuberger Berman, as well as Samsung, Cisco , Altimeter and 1789 Capital, where Donald Trump Jr. is a partner."

POP QUIZ - Which minority partner is the key here?

Re: Nvidia just paid $20B for a company that missed its revenue target by 75%

#122

Post by bdangubic »

wyldfire wrote: post #113
bdangubic wrote: post #52

Earlier quoted context omitted.

the window is un-limited so there is not rush. the government has been for sale for a long time and will continue to be so regardless of who is “running the country”

> the government has been for sale for a long time The government has been under significant influence of corporations for a long time: this is true. But now bribes are being accepted unabashedly. Presumably, hopefully, this won't last beyond the current administration. To equate the two is dishonest.

[flagged]

Re: Nvidia just paid $20B for a company that missed its revenue target by 75%

#123

Post by bdangubic »

arunabha wrote: post #114
bdangubic wrote: post #52

Earlier quoted context omitted.

the window is un-limited so there is not rush. the government has been for sale for a long time and will continue to be so regardless of who is “running the country”

Can you tell me the last US president to accept literal bars of gold and jumbo jets from foreign monarchs? Or the last one who ran a crypto coin, pardoned a crypto billionaire who he claimed not to know?

how is that different than say this? - https://www.npr.org/2016/06/12/481718785/clinton-scandals-a-...

I can list other Admins as well if necessary? Trump insanity is public though, maybe we like our corruption more private, is that it?

Re: Nvidia just paid $20B for a company that missed its revenue target by 75%

#124

Post by illiac786 »

ralph84 wrote: post #119
IshKebab wrote: post #86

Earlier quoted context omitted.

Yeah the point is you aren't supposed to mislead investors with overly rosy revenue projections. That's fraud (but probably hard to prove). If they told the investors privately then they're probably fine, but I doubt they did.

Any time a forward-looking statement is given in an investment context it has a safe harbor caveat attached about how it could be wrong. Companies miss revenue projections all of the time. That's not fraud.

It is if you lied.

Re: Nvidia just paid $20B for a company that missed its revenue target by 75%

#125

Post by joshcsimmons »

lacoolj wrote: post #95

Since this article mentions SRAM, which not everyone knows a lot about, this could be helpful for anyone interested: https://people.freebsd.org/~lstewart/articles/cpumemory.pdf

It was the first I came across the concept while writing this. Thanks for sharing excited to read

Re: Nvidia just paid $20B for a company that missed its revenue target by 75%

#126

Post by nathan-wall »

bdangubic wrote: post #123
arunabha wrote: post #114

Earlier quoted context omitted.

Can you tell me the last US president to accept literal bars of gold and jumbo jets from foreign monarchs? Or the last one who ran a crypto coin, pardoned a crypto billionaire who he claimed not to know?

how is that different than say this? - https://www.npr.org/2016/06/12/481718785/clinton-scandals-a-... I can list other Admins as well if necessary? Trump insanity is public though, maybe we like our corruption more private, is that it?

You seem to have a problem with, for starters, differences of scale. All corrupt politicians should be prosecuted, and we have had our fair share. All politicians are not equally as corrupt, and the differences in the levels of corruption are staggering.

Re: Nvidia just paid $20B for a company that missed its revenue target by 75%

#127

Post by wredcoll »

alexandre_m wrote: post #118
wredcoll wrote: post #108

Earlier quoted context omitted.

Ok, give me biden. Where are his lists of corruption scandals[1]? His public statements about taking bribes? I'm not quite sure how to explain this very obvious point: biden and his government was not corrupt in any meaningful sense and trump and his government is extremely corrupt and pretending that they're the same is both factually wrong and has the effect of protecting trump and his corruption. The point isn't t…

https://oversight.house.gov/the-bidens-influence-peddling-ti...

I'll quote from myself:

> [1] The best the fairly obvious house republican "investigation" into joe biden could manage was some vague statements about his son getting paid for having the last name biden, which may or may not be illegal, but certainly seems unethical, but more importantly, ISN'T THE SITTING PRESIDENT OF THE UNITED STATES. Like, it is so incredibly obvious that words fail me that the president being corrupt matters A LOT MORE than his son being corrupt. Like, a lot a lot a lot more.

Re: Nvidia just paid $20B for a company that missed its revenue target by 75%

#128

Post by Tadpole9181 »

bdangubic wrote: post #122
wyldfire wrote: post #113

Earlier quoted context omitted.

> the government has been for sale for a long time The government has been under significant influence of corporations for a long time: this is true. But now bribes are being accepted unabashedly. Presumably, hopefully, this won't last beyond the current administration. To equate the two is dishonest.

[flagged]

[flagged]

Re: Nvidia just paid $20B for a company that missed its revenue target by 75%

#129

Post by bdangubic »

Tadpole9181 wrote: post #128
bdangubic wrote: post #122

Earlier quoted context omitted.

[flagged]

[flagged]

nope, I just don’t fall for the sensantionalism and clickbait shit like “oh oh shit is really bad now, OMG we were such a sancuary before but look at us now…”

Re: Nvidia just paid $20B for a company that missed its revenue target by 75%

#130

Post by bdangubic »

nathan-wall wrote: post #126
bdangubic wrote: post #123

Earlier quoted context omitted.

how is that different than say this? - https://www.npr.org/2016/06/12/481718785/clinton-scandals-a-... I can list other Admins as well if necessary? Trump insanity is public though, maybe we like our corruption more private, is that it?

You seem to have a problem with, for starters, differences of scale. All corrupt politicians should be prosecuted, and we have had our fair share. All politicians are not equally as corrupt, and the differences in the levels of corruption are staggering.

how do you measure this? by number of clickbait-y articles you get fed inside your echochamber? or is there a more scientific scale by which we measure corruption that I can educate myself on?
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