Reminiscences of a Shrub Operator

Reminiscences of a Shrub Operator

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Reminiscences of a Shrub Operator
Reminiscences of a Shrub Operator
A Boomer's review of Nvidia's results - Part 1
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A Boomer's review of Nvidia's results - Part 1

Comparisons with 2000 and other fun activities

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Le Shrub
Feb 26, 2024
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Reminiscences of a Shrub Operator
Reminiscences of a Shrub Operator
A Boomer's review of Nvidia's results - Part 1
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The best thing I did over the last year was not being short Nvidia. The worst thing I did over the last year was not being long Nvidia.

Sometimes my best ideas came by approaching a topic with a fresh pair of eyes and a blank sheet of paper. That’s why I decided to think through Nvidia’s results, without the burden of knowledge and without the vulgarities of going through the quarterly numbers in detail. I leave that to the Wall Street Monkeys.

So here it goes. A Random stream of thoughts regarding Nvidia:

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