A Boomer's review of Nvidia's results - Part 1
Comparisons with 2000 and other fun activities
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: