Art degree morons as usual can’t understand the Accounting abstractions… think NVDA has to be shipping the REAL units to where the Accounting ABSTRACTIONS are recorded…
Like I guess they think we’re importing $300B net of Guinness, Jameson and potatoes from Ireland…
It’s the same as the current Trump “tariffs!” womanish soap opera… A LOT of people are going to get that wrong for the same reasons…
Looks like $NVDA GPUs have never been physically in Singapore ⚠️
— JustDario 🏊♂️ (@DarioCpx) June 29, 2024
So, according to $NVDA 10-Q disclosures “For example, most of the shipments associated with Singapore revenue went to either the United States or Taiwan in the first quarter of fiscal year 2025.”
Guess what..… https://t.co/n0Wr9IEz8M pic.twitter.com/plgg6ZdA7K
1 comment:
They got the wrong idea over here before Brexit (Bill Mitchell weoye about it and made the same mistake).
It was called the Rotterdam effect. A IEA drone went to Rotterdam where they proudly told him that they exported 5 billion EUR (cant remember actual figure so just made that up)of exports went from there each year...so far so good but said drone thought that meant it was added to Dutch export statistics. The moron didn't understand how we report stats and that was never the case.
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