Djsoul80 personal page - To The Moon

Djsoul80

Djsoul80

G-Dragon (지드래곤)

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2025-12-23

2025-12-11

2025-12-11

$Tesla Motors(TSLA)$

2025-12-09

$Tesla Motors(TSLA)$ Looks like it's getting further downhill which it's a good sign to short positions. Maybe today we can see another drop to $350 and below.

2025-12-01

Great article, would you like to share it?

@Barcode:🔥📊🚀 NVIDIA: Volatility Cools While Competition Intensifies, and I’m Mapping Inflection Levels With 41% Upside Precision 🚀📊🔥

2025-11-25

$NVIDIA(NVDA)$ GPUs and TPUs both accelerate AI workloads, yet their strengths lie in different domains. GPUs offer unmatched flexibility, ecosystem compatibility, and support for diverse computing tasks such as graphics rendering, simulations, and AI research. TPUs, built with systolic arrays, excel in deep learning models, providing superior throughput and energy efficiency, though with reduced generality. The right choice depends on factors like architecture, cost, scalability, and framework support. TPU vs GPU: Comprehensive Technical Comparison https://share.google/pnYNnTQ7jGYbL3VBF

2025-11-25

$NVIDIA(NVDA)$ “If we delivered a bad quarter, it is evidence there’s an AI bubble. If we delivered a great quarter, we are fueling the AI bubble,” he told employees. “If we were off by just a hair, if it looked even a little bit creaky, the whole world would’ve fallen apart.” Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune https://share.google/JyWWQ99CSFVOo1V6t

2025-11-25

To believe Micheal Burry believes in himself when he's just a historical figure. He should retire for good. History are not meant to be repeated otherwise what's a history?

Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions

2025-11-25

Jensen Huang should get a lawsuit with Michael Burry for uttering false information that causes public investors confidence with the company that may impact loss of partnership as well.

Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions

2025-11-24

$NVIDIA(NVDA)$ Ultimately, the world needs AI technologies. Gaming, social media platforms, healthcare, banking and even the scammers are all using AI for scamming! Investing in company like Nvidia, the industry big player is a smart way to grow your wealth.

2025-11-21

$NVIDIA(NVDA)$ Im actually not sure should I hold onto Nvidia or sell off to buy into AMD?

2025-11-21

$NVIDIA(NVDA)$ Time to short today. However the market turns, we will be flexible the way we trade and follows the flow.

2025-11-21

$NVIDIA(NVDA)$ Yesterday was big gains but not today. You nust have a heart made of steel to be trading with fluctuations.

2025-11-20

$NVIDIA(NVDA)$ Thank you Jensen Huang! He's my type of guy! Results proven!

2025-11-20

$NVIDIA(NVDA)$ Jensen Huang not disappointing us with all his talks! Good Job! Well done! He is the guy!

2025-11-19

$NVIDIA(NVDA)$ It's just one of my best investment

2025-11-18

2025-11-18

$Amazon.com(AMZN)$

2025-09-29

$Alibaba(BABA)$

2025-09-25

$Alibaba(BABA)$ up up here we go, go!

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","text":"$Apple(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/ccaae941a65d7112880b2cd01829084d","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/513676535025904","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":509420730864040,"gmtCreate":1765398387347,"gmtModify":1765398390732,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a>&nbsp;","text":"$NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/5c46793b71773d4b7daec1a3ec46041e","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509420730864040","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":509420476236752,"gmtCreate":1765398339306,"gmtModify":1765398342823,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/e7d8e4a3bfb08b7697f335a0e1f923c0","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509420476236752","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":508915355603904,"gmtCreate":1765275017825,"gmtModify":1765275021702,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Looks like it's getting further downhill which it's a good sign to short positions. Maybe today we can see another drop to $350 and below.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Looks like it's getting further downhill which it's a good sign to short positions. Maybe today we can see another drop to $350 and below.","text":"$Tesla Motors(TSLA)$ Looks like it's getting further downhill which it's a good sign to short positions. Maybe today we can see another drop to $350 and below.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/508915355603904","isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506079222718776,"gmtCreate":1764562634660,"gmtModify":1764562636982,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/506079222718776","repostId":"505209959490376","repostType":1,"repost":{"id":505209959490376,"gmtCreate":1764350494461,"gmtModify":1764553369204,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"title":"🔥📊🚀 NVIDIA: Volatility Cools While Competition Intensifies, and I’m Mapping Inflection Levels With 41% Upside Precision 🚀📊🔥","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>&nbsp; Market Context and Current Position I’m tracking $NVDA at $176.95 as the stock works through a 13 to 14% November recalibration. What stands out is how the Nasdaq held firm without <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1992840656921714688&amp;word=Nvidia\">Nvidia</a> setting the tone. That shift tells me positioning has relaxed from the hyper concentration we saw earlier this year. This decoupling arrives as investors digest <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993225931733131264&amp;word=hyperscaler\">hyperscaler</a>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>&nbsp; Market Context and Current Position I’m tracking $NVDA at $176.95 as the stock works through a 13 to 14% November recalibration. What stands out is how the Nasdaq held firm without <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1992840656921714688&amp;word=Nvidia\">Nvidia</a> setting the tone. That shift tells me positioning has relaxed from the hyper concentration we saw earlier this year. This decoupling arrives as investors digest <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993225931733131264&amp;word=hyperscaler\">hyperscaler</a>","text":"$NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Microsoft(MSFT)$ Market Context and Current Position I’m tracking $NVDA at $176.95 as the stock works through a 13 to 14% November recalibration. What stands out is how the Nasdaq held firm without Nvidia setting the tone. That shift tells me positioning has relaxed from the hyper concentration we saw earlier this year. This decoupling arrives as investors digest hyperscaler","images":[{"img":"https://community-static.tradeup.com/news/36504abe260ac3f514e0bc3888d02241","width":"1472","height":"828"},{"img":"https://community-static.tradeup.com/news/6ff45d2a98bc98c7898bb2c2a1853064","width":"2752","height":"1748"},{"img":"https://community-static.tradeup.com/news/37866a24bbe13d9a807439d25af6d943","width":"1641","height":"1949"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/505209959490376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503969517335104,"gmtCreate":1764076643411,"gmtModify":1764077811893,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; GPUs and TPUs both accelerate AI workloads, yet their strengths lie in different domains. GPUs offer unmatched flexibility, ecosystem compatibility, and support for diverse computing tasks such as graphics rendering, simulations, and AI research. TPUs, built with systolic arrays, excel in deep learning models, providing superior throughput and energy efficiency, though with reduced generality. The right choice depends on factors like architecture, cost, scalability, and framework support.&nbsp; TPU vs GPU: Comprehensive Technical Comparison https://share.google/pnYNnTQ7jGYbL3VBF","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; GPUs and TPUs both accelerate AI workloads, yet their strengths lie in different domains. GPUs offer unmatched flexibility, ecosystem compatibility, and support for diverse computing tasks such as graphics rendering, simulations, and AI research. TPUs, built with systolic arrays, excel in deep learning models, providing superior throughput and energy efficiency, though with reduced generality. The right choice depends on factors like architecture, cost, scalability, and framework support.&nbsp; TPU vs GPU: Comprehensive Technical Comparison https://share.google/pnYNnTQ7jGYbL3VBF","text":"$NVIDIA(NVDA)$ GPUs and TPUs both accelerate AI workloads, yet their strengths lie in different domains. GPUs offer unmatched flexibility, ecosystem compatibility, and support for diverse computing tasks such as graphics rendering, simulations, and AI research. TPUs, built with systolic arrays, excel in deep learning models, providing superior throughput and energy efficiency, though with reduced generality. The right choice depends on factors like architecture, cost, scalability, and framework support. TPU vs GPU: Comprehensive Technical Comparison https://share.google/pnYNnTQ7jGYbL3VBF","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/503969517335104","isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503970800857920,"gmtCreate":1764062946524,"gmtModify":1764064802335,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; “If we delivered a bad quarter, it is evidence there’s an AI bubble. If we delivered a great quarter, we are fueling the AI bubble,” he told employees. “If we were off by just a hair, if it looked even a little bit creaky, the whole world would’ve fallen apart.” Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune https://share.google/JyWWQ99CSFVOo1V6t","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; “If we delivered a bad quarter, it is evidence there’s an AI bubble. If we delivered a great quarter, we are fueling the AI bubble,” he told employees. “If we were off by just a hair, if it looked even a little bit creaky, the whole world would’ve fallen apart.” Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune https://share.google/JyWWQ99CSFVOo1V6t","text":"$NVIDIA(NVDA)$ “If we delivered a bad quarter, it is evidence there’s an AI bubble. If we delivered a great quarter, we are fueling the AI bubble,” he told employees. “If we were off by just a hair, if it looked even a little bit creaky, the whole world would’ve fallen apart.” Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune https://share.google/JyWWQ99CSFVOo1V6t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":29,"link":"https://ttm.financial/post/503970800857920","isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503937583747688,"gmtCreate":1764054945742,"gmtModify":1764054949789,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"To believe Micheal Burry believes in himself when he's just a historical figure. He should retire for good. History are not meant to be repeated otherwise what's a history?","listText":"To believe Micheal Burry believes in himself when he's just a historical figure. He should retire for good. History are not meant to be repeated otherwise what's a history?","text":"To believe Micheal Burry believes in himself when he's just a historical figure. He should retire for good. History are not meant to be repeated otherwise what's a history?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503937583747688","repostId":"2586049248","repostType":2,"repost":{"id":"2586049248","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1764041092,"share":"https://ttm.financial/m/news/2586049248?lang=en_US&edition=fundamental","pubTime":"2025-11-25 11:24","market":"fut","language":"en","title":"Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions","url":"https://stock-news.laohu8.com/highlight/detail?id=2586049248","media":"Dow Jones","summary":"A series of prominent stock sales and allegations of accounting irregularities have put $Nvidia(NVDA)$ in the middle of a debate about the value of artificial intelligence and its related stocks.Now...","content":"<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Says It's Not Enron in Private Memo Refuting Accounting Questions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-25 11:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4543":"AI","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","NVDL":"2倍做多NVDA ETF-GraniteShares","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","NVDA":"英伟达","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","NVDQ":"2倍做空NVDA ETF-T-Rex","BK4579":"人工智能","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586049248","content_text":"A series of prominent stock sales and allegations of accounting irregularities have put Nvidia in the middle of a debate about the value of artificial intelligence and its related stocks.Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia's investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.Nvidia's memo, which includes fonts in the company's trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry's prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.\"NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,\" Nvidia said in the memo. \"Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.\"Barron's reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.Burry told Barron's he disagrees with Nvidia's response and stands by his analysis. He said he would discuss the topic of the company's stock-based compensation in more detail in a future report.Nvidia didn't immediately respond to a request for comment.Nvidia also responds to claims that the \"current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)\"\"NVIDIA does not resemble historical accounting frauds because NVIDIA's underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,\" the memo said. \"Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.\"Nvidia also addressed allegations that its customers -- large technology companies -- aren't properly accounting for the economic value of Nvidia hardware.Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia's customers are inflating profits by spreading out depreciation costs over a long period.\"NVIDIA's customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,\" the company said in the memo. \"Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.\"","news_type":1,"symbols_score_info":{"NVDA":2,"NVDL":2,"NVDQ":2}},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503891496702000,"gmtCreate":1764043665181,"gmtModify":1764046849190,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"Jensen Huang should get a lawsuit with Michael Burry for uttering&nbsp;false information that causes public investors confidence with the company that may impact loss of partnership as well.","listText":"Jensen Huang should get a lawsuit with Michael Burry for uttering&nbsp;false information that causes public investors confidence with the company that may impact loss of partnership as well.","text":"Jensen Huang should get a lawsuit with Michael Burry for uttering false information that causes public investors confidence with the company that may impact loss of partnership as well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503891496702000","repostId":"2586049248","repostType":4,"repost":{"id":"2586049248","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1764041092,"share":"https://ttm.financial/m/news/2586049248?lang=en_US&edition=fundamental","pubTime":"2025-11-25 11:24","market":"fut","language":"en","title":"Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions","url":"https://stock-news.laohu8.com/highlight/detail?id=2586049248","media":"Dow Jones","summary":"A series of prominent stock sales and allegations of accounting irregularities have put $Nvidia(NVDA)$ in the middle of a debate about the value of artificial intelligence and its related stocks.Now...","content":"<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Says It's Not Enron in Private Memo Refuting Accounting Questions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-25 11:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4543":"AI","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","NVDL":"2倍做多NVDA ETF-GraniteShares","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","NVDA":"英伟达","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","NVDQ":"2倍做空NVDA ETF-T-Rex","BK4579":"人工智能","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586049248","content_text":"A series of prominent stock sales and allegations of accounting irregularities have put Nvidia in the middle of a debate about the value of artificial intelligence and its related stocks.Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia's investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.Nvidia's memo, which includes fonts in the company's trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry's prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.\"NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,\" Nvidia said in the memo. \"Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.\"Barron's reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.Burry told Barron's he disagrees with Nvidia's response and stands by his analysis. He said he would discuss the topic of the company's stock-based compensation in more detail in a future report.Nvidia didn't immediately respond to a request for comment.Nvidia also responds to claims that the \"current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)\"\"NVIDIA does not resemble historical accounting frauds because NVIDIA's underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,\" the memo said. \"Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.\"Nvidia also addressed allegations that its customers -- large technology companies -- aren't properly accounting for the economic value of Nvidia hardware.Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia's customers are inflating profits by spreading out depreciation costs over a long period.\"NVIDIA's customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,\" the company said in the memo. \"Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.\"","news_type":1,"symbols_score_info":{"NVDA":2,"NVDL":2,"NVDQ":2}},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503698394588136,"gmtCreate":1763996468311,"gmtModify":1763996627676,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> Ultimately, the world needs AI technologies. Gaming, social media platforms, healthcare, banking and even the scammers are all using AI for scamming! Investing in company like Nvidia, the industry big player is a smart way to grow your wealth.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> Ultimately, the world needs AI technologies. Gaming, social media platforms, healthcare, banking and even the scammers are all using AI for scamming! Investing in company like Nvidia, the industry big player is a smart way to grow your wealth.","text":"$NVIDIA(NVDA)$ Ultimately, the world needs AI technologies. Gaming, social media platforms, healthcare, banking and even the scammers are all using AI for scamming! Investing in company like Nvidia, the industry big player is a smart way to grow your wealth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/503698394588136","isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":502692186927952,"gmtCreate":1763736191044,"gmtModify":1763736194202,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Im actually not sure should I hold onto Nvidia or sell off to buy into AMD?","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Im actually not sure should I hold onto Nvidia or sell off to buy into AMD?","text":"$NVIDIA(NVDA)$ Im actually not sure should I hold onto Nvidia or sell off to buy into AMD?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/502692186927952","isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4224636408754472","authorId":"4224636408754472","name":"美股散修","avatar":"https://community-static.tradeup.com/news/0141c898d54e6c6e7a8582c31c693ab4","crmLevel":1,"crmLevelSwitch":0,"idStr":"4224636408754472","authorIdStr":"4224636408754472"},"content":"This multiple-choice question is not difficult. Looking at the growth potential, I will choose AMD. I am a businessman who makes transactions. Interest is paramount. What company is good or bad has nothing to do with me","text":"This multiple-choice question is not difficult. Looking at the growth potential, I will choose AMD. I am a businessman who makes transactions. Interest is paramount. What company is good or bad has nothing to do with me","html":"This multiple-choice question is not difficult. Looking at the growth potential, I will choose AMD. I am a businessman who makes transactions. Interest is paramount. What company is good or bad has nothing to do with me"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":502622503322128,"gmtCreate":1763719168331,"gmtModify":1763719172054,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Time to short today. However the market turns, we will be flexible the way we trade and follows the flow.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Time to short today. However the market turns, we will be flexible the way we trade and follows the flow.","text":"$NVIDIA(NVDA)$ Time to short today. However the market turns, we will be flexible the way we trade and follows the flow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/502622503322128","isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":502538389529464,"gmtCreate":1763698578147,"gmtModify":1763698581881,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Yesterday was big gains but not today. You nust have a heart made of steel to be trading with fluctuations.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Yesterday was big gains but not today. You nust have a heart made of steel to be trading with fluctuations.&nbsp;","text":"$NVIDIA(NVDA)$ Yesterday was big gains but not today. You nust have a heart made of steel to be trading with fluctuations.","images":[{"img":"https://community-static.tradeup.com/news/4787cbdca1a3e89f304033c1195dcd9e","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/502538389529464","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":502198068876104,"gmtCreate":1763625689352,"gmtModify":1763626331550,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Thank you Jensen Huang! He's my type of guy! Results proven!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Thank you Jensen Huang! He's my type of guy! Results proven!&nbsp;","text":"$NVIDIA(NVDA)$ Thank you Jensen Huang! He's my type of guy! Results proven!","images":[{"img":"https://community-static.tradeup.com/news/c949d7fe21eef814b8ca35e0ce075c5f","width":"842","height":"2002"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":94,"commentSize":5,"repostSize":63,"link":"https://ttm.financial/post/502198068876104","isVote":1,"tweetType":1,"viewCount":2882,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011038","authorId":"10000000000011038","name":"Phyllis Strachey","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011038","authorIdStr":"10000000000011038"},"content":"$500B order backlog proves results aren’t just hype—genius execution!","text":"$500B order backlog proves results aren’t just hype—genius execution!","html":"$500B order backlog proves results aren’t just hype—genius execution!"},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010989","authorIdStr":"10000000000010989"},"content":"last chance to get this under $200","text":"last chance to get this under $200","html":"last chance to get this under $200"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":502149200064976,"gmtCreate":1763604662755,"gmtModify":1763605056095,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Jensen Huang not disappointing us with all his talks! Good Job! Well done! He is the guy!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Jensen Huang not disappointing us with all his talks! Good Job! Well done! He is the guy!","text":"$NVIDIA(NVDA)$ Jensen Huang not disappointing us with all his talks! Good Job! Well done! He is the guy!","images":[{"img":"https://community-static.tradeup.com/news/61d22f9d018b7fbadc54c0dceecd445b","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":142,"commentSize":3,"repostSize":25,"link":"https://ttm.financial/post/502149200064976","isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"This stock is actually very cheap based on current earnings and future guidance. I know most people think it will fade tomorrow like it usually does, but I actually believe it will go up and will renew the momentum going into 2026. 🚀","text":"This stock is actually very cheap based on current earnings and future guidance. I know most people think it will fade tomorrow like it usually does, but I actually believe it will go up and will renew the momentum going into 2026. 🚀","html":"This stock is actually very cheap based on current earnings and future guidance. I know most people think it will fade tomorrow like it usually does, but I actually believe it will go up and will renew the momentum going into 2026. 🚀"},{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010993","authorIdStr":"10000000000010993"},"content":"Nvda just flexed its might once again. Sorry Bears/trolls","text":"Nvda just flexed its might once again. Sorry Bears/trolls","html":"Nvda just flexed its might once again. Sorry Bears/trolls"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":501980857324464,"gmtCreate":1763563532929,"gmtModify":1763621990852,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> It's just one&nbsp;of my best investment","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> It's just one&nbsp;of my best investment","text":"$NVIDIA(NVDA)$ It's just one of my best investment","images":[{"img":"https://community-static.tradeup.com/news/4098f939e78cc54229dcd60a82bdef88","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/501980857324464","isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010993","authorIdStr":"10000000000010993"},"content":"Santa Rally will bring it to up to $240+ after Christmas","text":"Santa Rally will bring it to up to $240+ after Christmas","html":"Santa Rally will bring it to up to $240+ after Christmas"},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010989","authorIdStr":"10000000000010989"},"content":"NVDA came through....Markets had its correction, maintains long term up trend, time for Market to resume its Bull run. This dip was a Buying opportunity.","text":"NVDA came through....Markets had its correction, maintains long term up trend, time for Market to resume its Bull run. This dip was a Buying opportunity.","html":"NVDA came through....Markets had its correction, maintains long term up trend, time for Market to resume its Bull run. This dip was a Buying opportunity."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":501519965201048,"gmtCreate":1763450932832,"gmtModify":1763450935759,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a>&nbsp;","text":"$NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/4dedeef9e8078db97e55ccae27b29fc8","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501519965201048","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":501519507771928,"gmtCreate":1763450909969,"gmtModify":1763452184604,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$ </a>&nbsp;","text":"$Amazon.com(AMZN)$","images":[{"img":"https://community-static.tradeup.com/news/5d46eb7d8a1cc7a4d272249d93a254f5","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501519507771928","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":483832381296736,"gmtCreate":1759153422234,"gmtModify":1759153425592,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a>&nbsp;","text":"$Alibaba(BABA)$","images":[{"img":"https://community-static.tradeup.com/news/af6c3baa99756a83d879dc74fc3dbab5","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/483832381296736","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":482244991283384,"gmtCreate":1758765883547,"gmtModify":1758765886827,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562914764255698","authorIdStr":"3562914764255698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a> up up here we go, go!&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a> up up here we go, go!&nbsp;","text":"$Alibaba(BABA)$ up up here we go, go!","images":[{"img":"https://community-static.tradeup.com/news/c33df4004b70620a98faa5d6513c5d73","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/482244991283384","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":502198068876104,"gmtCreate":1763625689352,"gmtModify":1763626331550,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Thank you Jensen Huang! He's my type of guy! Results proven!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Thank you Jensen Huang! He's my type of guy! Results proven!&nbsp;","text":"$NVIDIA(NVDA)$ Thank you Jensen Huang! He's my type of guy! Results proven!","images":[{"img":"https://community-static.tradeup.com/news/c949d7fe21eef814b8ca35e0ce075c5f","width":"842","height":"2002"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":94,"commentSize":5,"repostSize":63,"link":"https://ttm.financial/post/502198068876104","isVote":1,"tweetType":1,"viewCount":2882,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011038","authorId":"10000000000011038","name":"Phyllis Strachey","avatar":"https://static.tigerbbs.com/d5c62f3fe5a25c3c4d33f23a6ff045a3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011038","idStr":"10000000000011038"},"content":"$500B order backlog proves results aren’t just hype—genius execution!","text":"$500B order backlog proves results aren’t just hype—genius execution!","html":"$500B order backlog proves results aren’t just hype—genius execution!"},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"last chance to get this under $200","text":"last chance to get this under $200","html":"last chance to get this under $200"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":502149200064976,"gmtCreate":1763604662755,"gmtModify":1763605056095,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Jensen Huang not disappointing us with all his talks! Good Job! Well done! He is the guy!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Jensen Huang not disappointing us with all his talks! Good Job! Well done! He is the guy!","text":"$NVIDIA(NVDA)$ Jensen Huang not disappointing us with all his talks! Good Job! Well done! He is the guy!","images":[{"img":"https://community-static.tradeup.com/news/61d22f9d018b7fbadc54c0dceecd445b","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":142,"commentSize":3,"repostSize":25,"link":"https://ttm.financial/post/502149200064976","isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"This stock is actually very cheap based on current earnings and future guidance. I know most people think it will fade tomorrow like it usually does, but I actually believe it will go up and will renew the momentum going into 2026. 🚀","text":"This stock is actually very cheap based on current earnings and future guidance. I know most people think it will fade tomorrow like it usually does, but I actually believe it will go up and will renew the momentum going into 2026. 🚀","html":"This stock is actually very cheap based on current earnings and future guidance. I know most people think it will fade tomorrow like it usually does, but I actually believe it will go up and will renew the momentum going into 2026. 🚀"},{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Nvda just flexed its might once again. Sorry Bears/trolls","text":"Nvda just flexed its might once again. Sorry Bears/trolls","html":"Nvda just flexed its might once again. Sorry Bears/trolls"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":503970800857920,"gmtCreate":1764062946524,"gmtModify":1764064802335,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; “If we delivered a bad quarter, it is evidence there’s an AI bubble. If we delivered a great quarter, we are fueling the AI bubble,” he told employees. “If we were off by just a hair, if it looked even a little bit creaky, the whole world would’ve fallen apart.” Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune https://share.google/JyWWQ99CSFVOo1V6t","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; “If we delivered a bad quarter, it is evidence there’s an AI bubble. If we delivered a great quarter, we are fueling the AI bubble,” he told employees. “If we were off by just a hair, if it looked even a little bit creaky, the whole world would’ve fallen apart.” Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune https://share.google/JyWWQ99CSFVOo1V6t","text":"$NVIDIA(NVDA)$ “If we delivered a bad quarter, it is evidence there’s an AI bubble. If we delivered a great quarter, we are fueling the AI bubble,” he told employees. “If we were off by just a hair, if it looked even a little bit creaky, the whole world would’ve fallen apart.” Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune https://share.google/JyWWQ99CSFVOo1V6t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":29,"link":"https://ttm.financial/post/503970800857920","isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501980857324464,"gmtCreate":1763563532929,"gmtModify":1763621990852,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> It's just one&nbsp;of my best investment","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> It's just one&nbsp;of my best investment","text":"$NVIDIA(NVDA)$ It's just one of my best investment","images":[{"img":"https://community-static.tradeup.com/news/4098f939e78cc54229dcd60a82bdef88","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/501980857324464","isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Santa Rally will bring it to up to $240+ after Christmas","text":"Santa Rally will bring it to up to $240+ after Christmas","html":"Santa Rally will bring it to up to $240+ after Christmas"},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"NVDA came through....Markets had its correction, maintains long term up trend, time for Market to resume its Bull run. This dip was a Buying opportunity.","text":"NVDA came through....Markets had its correction, maintains long term up trend, time for Market to resume its Bull run. This dip was a Buying opportunity.","html":"NVDA came through....Markets had its correction, maintains long term up trend, time for Market to resume its Bull run. This dip was a Buying opportunity."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":503969517335104,"gmtCreate":1764076643411,"gmtModify":1764077811893,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; GPUs and TPUs both accelerate AI workloads, yet their strengths lie in different domains. GPUs offer unmatched flexibility, ecosystem compatibility, and support for diverse computing tasks such as graphics rendering, simulations, and AI research. TPUs, built with systolic arrays, excel in deep learning models, providing superior throughput and energy efficiency, though with reduced generality. The right choice depends on factors like architecture, cost, scalability, and framework support.&nbsp; TPU vs GPU: Comprehensive Technical Comparison https://share.google/pnYNnTQ7jGYbL3VBF","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; GPUs and TPUs both accelerate AI workloads, yet their strengths lie in different domains. GPUs offer unmatched flexibility, ecosystem compatibility, and support for diverse computing tasks such as graphics rendering, simulations, and AI research. TPUs, built with systolic arrays, excel in deep learning models, providing superior throughput and energy efficiency, though with reduced generality. The right choice depends on factors like architecture, cost, scalability, and framework support.&nbsp; TPU vs GPU: Comprehensive Technical Comparison https://share.google/pnYNnTQ7jGYbL3VBF","text":"$NVIDIA(NVDA)$ GPUs and TPUs both accelerate AI workloads, yet their strengths lie in different domains. GPUs offer unmatched flexibility, ecosystem compatibility, and support for diverse computing tasks such as graphics rendering, simulations, and AI research. TPUs, built with systolic arrays, excel in deep learning models, providing superior throughput and energy efficiency, though with reduced generality. The right choice depends on factors like architecture, cost, scalability, and framework support. TPU vs GPU: Comprehensive Technical Comparison https://share.google/pnYNnTQ7jGYbL3VBF","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/503969517335104","isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503698394588136,"gmtCreate":1763996468311,"gmtModify":1763996627676,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> Ultimately, the world needs AI technologies. Gaming, social media platforms, healthcare, banking and even the scammers are all using AI for scamming! Investing in company like Nvidia, the industry big player is a smart way to grow your wealth.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> Ultimately, the world needs AI technologies. Gaming, social media platforms, healthcare, banking and even the scammers are all using AI for scamming! Investing in company like Nvidia, the industry big player is a smart way to grow your wealth.","text":"$NVIDIA(NVDA)$ Ultimately, the world needs AI technologies. Gaming, social media platforms, healthcare, banking and even the scammers are all using AI for scamming! Investing in company like Nvidia, the industry big player is a smart way to grow your wealth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/503698394588136","isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":502692186927952,"gmtCreate":1763736191044,"gmtModify":1763736194202,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Im actually not sure should I hold onto Nvidia or sell off to buy into AMD?","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Im actually not sure should I hold onto Nvidia or sell off to buy into AMD?","text":"$NVIDIA(NVDA)$ Im actually not sure should I hold onto Nvidia or sell off to buy into AMD?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/502692186927952","isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4224636408754472","authorId":"4224636408754472","name":"美股散修","avatar":"https://community-static.tradeup.com/news/0141c898d54e6c6e7a8582c31c693ab4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4224636408754472","idStr":"4224636408754472"},"content":"This multiple-choice question is not difficult. Looking at the growth potential, I will choose AMD. I am a businessman who makes transactions. Interest is paramount. What company is good or bad has nothing to do with me","text":"This multiple-choice question is not difficult. Looking at the growth potential, I will choose AMD. I am a businessman who makes transactions. Interest is paramount. What company is good or bad has nothing to do with me","html":"This multiple-choice question is not difficult. Looking at the growth potential, I will choose AMD. I am a businessman who makes transactions. Interest is paramount. What company is good or bad has nothing to do with me"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503891496702000,"gmtCreate":1764043665181,"gmtModify":1764046849190,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"Jensen Huang should get a lawsuit with Michael Burry for uttering&nbsp;false information that causes public investors confidence with the company that may impact loss of partnership as well.","listText":"Jensen Huang should get a lawsuit with Michael Burry for uttering&nbsp;false information that causes public investors confidence with the company that may impact loss of partnership as well.","text":"Jensen Huang should get a lawsuit with Michael Burry for uttering false information that causes public investors confidence with the company that may impact loss of partnership as well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503891496702000","repostId":"2586049248","repostType":4,"repost":{"id":"2586049248","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1764041092,"share":"https://ttm.financial/m/news/2586049248?lang=en_US&edition=fundamental","pubTime":"2025-11-25 11:24","market":"fut","language":"en","title":"Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions","url":"https://stock-news.laohu8.com/highlight/detail?id=2586049248","media":"Dow Jones","summary":"A series of prominent stock sales and allegations of accounting irregularities have put $Nvidia(NVDA)$ in the middle of a debate about the value of artificial intelligence and its related stocks.Now...","content":"<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Says It's Not Enron in Private Memo Refuting Accounting Questions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-25 11:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4543":"AI","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","NVDL":"2倍做多NVDA ETF-GraniteShares","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","NVDA":"英伟达","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","NVDQ":"2倍做空NVDA ETF-T-Rex","BK4579":"人工智能","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586049248","content_text":"A series of prominent stock sales and allegations of accounting irregularities have put Nvidia in the middle of a debate about the value of artificial intelligence and its related stocks.Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia's investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.Nvidia's memo, which includes fonts in the company's trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry's prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.\"NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,\" Nvidia said in the memo. \"Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.\"Barron's reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.Burry told Barron's he disagrees with Nvidia's response and stands by his analysis. He said he would discuss the topic of the company's stock-based compensation in more detail in a future report.Nvidia didn't immediately respond to a request for comment.Nvidia also responds to claims that the \"current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)\"\"NVIDIA does not resemble historical accounting frauds because NVIDIA's underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,\" the memo said. \"Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.\"Nvidia also addressed allegations that its customers -- large technology companies -- aren't properly accounting for the economic value of Nvidia hardware.Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia's customers are inflating profits by spreading out depreciation costs over a long period.\"NVIDIA's customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,\" the company said in the memo. \"Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.\"","news_type":1,"symbols_score_info":{"NVDA":2,"NVDL":2,"NVDQ":2}},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503937583747688,"gmtCreate":1764054945742,"gmtModify":1764054949789,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"To believe Micheal Burry believes in himself when he's just a historical figure. He should retire for good. History are not meant to be repeated otherwise what's a history?","listText":"To believe Micheal Burry believes in himself when he's just a historical figure. He should retire for good. History are not meant to be repeated otherwise what's a history?","text":"To believe Micheal Burry believes in himself when he's just a historical figure. He should retire for good. History are not meant to be repeated otherwise what's a history?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503937583747688","repostId":"2586049248","repostType":2,"repost":{"id":"2586049248","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1764041092,"share":"https://ttm.financial/m/news/2586049248?lang=en_US&edition=fundamental","pubTime":"2025-11-25 11:24","market":"fut","language":"en","title":"Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions","url":"https://stock-news.laohu8.com/highlight/detail?id=2586049248","media":"Dow Jones","summary":"A series of prominent stock sales and allegations of accounting irregularities have put $Nvidia(NVDA)$ in the middle of a debate about the value of artificial intelligence and its related stocks.Now...","content":"<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Says It's Not Enron in Private Memo Refuting Accounting Questions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-25 11:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4543":"AI","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","NVDL":"2倍做多NVDA ETF-GraniteShares","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","NVDA":"英伟达","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","NVDQ":"2倍做空NVDA ETF-T-Rex","BK4579":"人工智能","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586049248","content_text":"A series of prominent stock sales and allegations of accounting irregularities have put Nvidia in the middle of a debate about the value of artificial intelligence and its related stocks.Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia's investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.Nvidia's memo, which includes fonts in the company's trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry's prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.\"NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,\" Nvidia said in the memo. \"Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.\"Barron's reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.Burry told Barron's he disagrees with Nvidia's response and stands by his analysis. He said he would discuss the topic of the company's stock-based compensation in more detail in a future report.Nvidia didn't immediately respond to a request for comment.Nvidia also responds to claims that the \"current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)\"\"NVIDIA does not resemble historical accounting frauds because NVIDIA's underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,\" the memo said. \"Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.\"Nvidia also addressed allegations that its customers -- large technology companies -- aren't properly accounting for the economic value of Nvidia hardware.Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia's customers are inflating profits by spreading out depreciation costs over a long period.\"NVIDIA's customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,\" the company said in the memo. \"Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.\"","news_type":1,"symbols_score_info":{"NVDA":2,"NVDL":2,"NVDQ":2}},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":502622503322128,"gmtCreate":1763719168331,"gmtModify":1763719172054,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Time to short today. However the market turns, we will be flexible the way we trade and follows the flow.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Time to short today. However the market turns, we will be flexible the way we trade and follows the flow.","text":"$NVIDIA(NVDA)$ Time to short today. However the market turns, we will be flexible the way we trade and follows the flow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/502622503322128","isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":508915355603904,"gmtCreate":1765275017825,"gmtModify":1765275021702,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Looks like it's getting further downhill which it's a good sign to short positions. Maybe today we can see another drop to $350 and below.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Looks like it's getting further downhill which it's a good sign to short positions. Maybe today we can see another drop to $350 and below.","text":"$Tesla Motors(TSLA)$ Looks like it's getting further downhill which it's a good sign to short positions. Maybe today we can see another drop to $350 and below.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/508915355603904","isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506079222718776,"gmtCreate":1764562634660,"gmtModify":1764562636982,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/506079222718776","repostId":"505209959490376","repostType":1,"repost":{"id":505209959490376,"gmtCreate":1764350494461,"gmtModify":1764553369204,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"🔥📊🚀 NVIDIA: Volatility Cools While Competition Intensifies, and I’m Mapping Inflection Levels With 41% Upside Precision 🚀📊🔥","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>&nbsp; Market Context and Current Position I’m tracking $NVDA at $176.95 as the stock works through a 13 to 14% November recalibration. What stands out is how the Nasdaq held firm without <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1992840656921714688&amp;word=Nvidia\">Nvidia</a> setting the tone. That shift tells me positioning has relaxed from the hyper concentration we saw earlier this year. This decoupling arrives as investors digest <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993225931733131264&amp;word=hyperscaler\">hyperscaler</a>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>&nbsp; Market Context and Current Position I’m tracking $NVDA at $176.95 as the stock works through a 13 to 14% November recalibration. What stands out is how the Nasdaq held firm without <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1992840656921714688&amp;word=Nvidia\">Nvidia</a> setting the tone. That shift tells me positioning has relaxed from the hyper concentration we saw earlier this year. This decoupling arrives as investors digest <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993225931733131264&amp;word=hyperscaler\">hyperscaler</a>","text":"$NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Microsoft(MSFT)$ Market Context and Current Position I’m tracking $NVDA at $176.95 as the stock works through a 13 to 14% November recalibration. What stands out is how the Nasdaq held firm without Nvidia setting the tone. That shift tells me positioning has relaxed from the hyper concentration we saw earlier this year. This decoupling arrives as investors digest hyperscaler","images":[{"img":"https://community-static.tradeup.com/news/36504abe260ac3f514e0bc3888d02241","width":"1472","height":"828"},{"img":"https://community-static.tradeup.com/news/6ff45d2a98bc98c7898bb2c2a1853064","width":"2752","height":"1748"},{"img":"https://community-static.tradeup.com/news/37866a24bbe13d9a807439d25af6d943","width":"1641","height":"1949"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/505209959490376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":513676535025904,"gmtCreate":1766439691651,"gmtModify":1766439695034,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","text":"$Apple(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/ccaae941a65d7112880b2cd01829084d","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/513676535025904","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":509420730864040,"gmtCreate":1765398387347,"gmtModify":1765398390732,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a>&nbsp;","text":"$NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/5c46793b71773d4b7daec1a3ec46041e","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509420730864040","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":509420476236752,"gmtCreate":1765398339306,"gmtModify":1765398342823,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/e7d8e4a3bfb08b7697f335a0e1f923c0","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509420476236752","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":501519965201048,"gmtCreate":1763450932832,"gmtModify":1763450935759,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a>&nbsp;","text":"$NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/4dedeef9e8078db97e55ccae27b29fc8","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501519965201048","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":501519507771928,"gmtCreate":1763450909969,"gmtModify":1763452184604,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$ </a>&nbsp;","text":"$Amazon.com(AMZN)$","images":[{"img":"https://community-static.tradeup.com/news/5d46eb7d8a1cc7a4d272249d93a254f5","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501519507771928","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":483832381296736,"gmtCreate":1759153422234,"gmtModify":1759153425592,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a>&nbsp;","text":"$Alibaba(BABA)$","images":[{"img":"https://community-static.tradeup.com/news/af6c3baa99756a83d879dc74fc3dbab5","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/483832381296736","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":482244991283384,"gmtCreate":1758765883547,"gmtModify":1758765886827,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a> up up here we go, go!&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a> up up here we go, go!&nbsp;","text":"$Alibaba(BABA)$ up up here we go, go!","images":[{"img":"https://community-static.tradeup.com/news/c33df4004b70620a98faa5d6513c5d73","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/482244991283384","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":502538389529464,"gmtCreate":1763698578147,"gmtModify":1763698581881,"author":{"id":"3562914764255698","authorId":"3562914764255698","name":"Djsoul80","avatar":"https://community-static.tradeup.com/news/f70dab631d4baea9b13bd4afc92a8503","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562914764255698","idStr":"3562914764255698"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Yesterday was big gains but not today. You nust have a heart made of steel to be trading with fluctuations.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Yesterday was big gains but not today. You nust have a heart made of steel to be trading with fluctuations.&nbsp;","text":"$NVIDIA(NVDA)$ Yesterday was big gains but not today. You nust have a heart made of steel to be trading with fluctuations.","images":[{"img":"https://community-static.tradeup.com/news/4787cbdca1a3e89f304033c1195dcd9e","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/502538389529464","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}