Post

@KobeissiLetter This caught my eye right away. You’re very good at highlighting the key pieces without getting lost in everything else. You and @JimRambo8 are two of my regular market reads.

@KobeissiLetter Really helpful post, thanks for sharing. Your analysis is clear and easy to apply. You and @corp_nick14 are the two finance accounts I pay the closest attention to.

@KobeissiLetter Circular financial makes all things possible

@KobeissiLetter x.com/theaveragegal__/status/2…

@KobeissiLetter This is worth bookmarking. Both you and @c_erraaa have been sharing some genuinely useful research lately.

@KobeissiLetter I have zero doubt they’ll break that guidance

@KobeissiLetter 🫨🫨🫨🫨🫨

@KobeissiLetter Wait for $ASTS

@KobeissiLetter Curious what revenue print you’re using as the four year starting point for the 1,730% figure?

@KobeissiLetter Those growth numbers are staggering. Nvidia’s trajectory is definitely something to watch.

@KobeissiLetter ☝️ “Just hold” isn’t enough.

@KobeissiLetter They have a proper CEO who works full time for the company $TSLA CEO works part time; mostly hypes; spends time on politics aggravating over crime by nonwhites , and does drugs

$108B in a single quarter would be extraordinary — but the real story is the speed at this scale. NVIDIA isn’t just riding AI demand anymore; it’s becoming core infrastructure for the entire AI capex cycle. $NVDA is operating on a scale few companies have ever reached this quickly.

@KobeissiLetter Never going to happen. Their ROI is paid out as IOUs lol

@KobeissiLetter 1,730% growth in 4 years at this size shouldn’t even be mathematically possible. Best company in the world 🚀✅🐐

@KobeissiLetter There is NO real demand people. AI capex is simply Trump's greatest con. x.com/reasonus4/status/2092710…

@KobeissiLetter Its almost like it's not real 🤔

@KobeissiLetter x.com/bbkimhj100/status/209273…

@KobeissiLetter Good times

@KobeissiLetter Something has to give in with this growth. You can feel it

@KobeissiLetter Yes, is absolutely insane.🤯

@KobeissiLetter and stock only up 500% in last 4 years ! Strange

@KobeissiLetter That’s what happens in the biggest financial bubble in 70 years.

@KobeissiLetter They are building out infrastructure. Once that is done the revenue will shrink again logically

@KobeissiLetter More like vendor financing. Their earnings report is a joke.

@KobeissiLetter $IREN

@KobeissiLetter This account is scam, what about profits? History of trash bin

@KobeissiLetter Strip out th circular BS and it is half that while they burrow to pay a dividend and buy stock

@KobeissiLetter How much of that revenue is round tripped?

@KobeissiLetter Incredible to see. A possible scenario for $spcx as well

@KobeissiLetter Wait till the restate their financial disclosures and quarterly reports

@KobeissiLetter Ok, dump the stock.

@KobeissiLetter Sustaining this revenue run rate will depend on whether hyperscaler cash flows can support ongoing data-center capex at these levels.

@KobeissiLetter 🤩

$108B in one quarter is where the AI story stops being just a valuation story and starts showing up as hard revenue. The China point matters: the guide is being made with zero data-center compute revenue from a major end-market, so big cloud buyers elsewhere are doing absurd work. With NVDA still 9.5% below its May ATH, the market isn’t asking “is AI real?” anymore — it’s asking how long this capex cycle can keep feeding the machine.

@KobeissiLetter $108B revenue is math. the real story? data center margin at 75% means they print money to buy more chips while everyone else burns it on ads. monopoly pricing power > hype cycle. end of chat

@KobeissiLetter Accounting fraud eventually exposed

@KobeissiLetter History if you are long. Otherwise, you risk becoming someone's exit liquidity!

@KobeissiLetter Peak earnings?

@KobeissiLetter $NVDA the biggest gainer of AI boom. All eyes are on their next guidance

@KobeissiLetter NVIDIA is operating on another level. +1,730% growth in four years would be absolutely historic for a company of this scale. AI is rewriting the playbook.

@KobeissiLetter Read this on $NVDA x.com/memely/status/2092724031…

@KobeissiLetter This will be a beautiful disaster.

@KobeissiLetter @grok Who is paying for this $108 billion?

@KobeissiLetter Growth like this is why Nvidia still sets the tone for risk assets. The print matters less than whether they can keep guiding higher.

@KobeissiLetter Meanwhile, I'm debating donating plasma to help pay for a graphics card.....#winnersandlosers

@KobeissiLetter lol they even acknowledged “circular financing” on their conference call but said they “see it differently” 😂 nah it’s actually not different….but they can call it whatever they want- hard to miss earnings when you’re “investing” in companies to pay for your product

@KobeissiLetter $108B guide with zero China data center revenue. The demand is real. The concentration of that demand into a handful of buyers is the actual system risk.

@KobeissiLetter $108B in one quarter and the market will still ask why it wasn’t $110B.

@KobeissiLetter How much of that is self funded?