Teeg Dougland
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arobertbitter.bsky.social
Teeg Dougland
@arobertbitter.bsky.social
Most people go right as they get older. I keep going left. Must be dyslexic. I'm afraid I've got some bad news boys.
Jared Leto copied him.
November 17, 2025 at 8:35 PM
Reposted by Teeg Dougland
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November 15, 2025 at 9:01 AM
I wouldn't be surprised if after the AI shakeout, which will happen whether the bubble pops or not, NVDA sells 0 Blackwell (or the new new model) chips in a quarter as the entire demand can be supplied through liquidating bankrupt compute providers.
November 15, 2025 at 4:56 PM
The thing about the depreciation padding earnings is that the bubble doesn't even need to burst. All that is needed is that growth slows enough to where revenue growth is less than the growth of depreciation and profitability will take a hit. Plus NVDA getting the mother of all bullwhip effects.
November 15, 2025 at 4:52 PM
How did you know?
November 14, 2025 at 4:02 AM
Reposted by Teeg Dougland
New York Times killed Weinstein and Epstein stories but just asked Ms Rachel if she was funded by Hamas.
November 12, 2025 at 8:50 PM
Such a huge douche.
November 12, 2025 at 12:11 AM