A number of you have asked what our $IREN Microsoft deal analysis looks like with no residual value for the GPU’s at the end of Year 5. As you can see below, an uneconomic deal becomes a really bad deal without the residuals. This deal is a bet on long-term GPU values. pic.twitter.com/0CzpRIwNVj
$MSTR has about $50M in cash & in '26 will owe $689M in interest on its debt. The plan was always to sell more stk/debt to fund the interest in a quintessential scheme Ponzi scheme (↓).But - though still early - add this to the equation: its $3B issue zero coupon of 12/'29 is… pic.twitter.com/uklqpY8JEg
Hmmmm.... so NVDA is down 12.3 % in last few days??? You forgot to mention it is up 430,000% (YES, 430 THOUSAND %) in last 25 years while your favorite fund (hussman "strategic" where is the strategy) is down 40% in the same time line.
So NVDA is down 12% in last few years? You forgot to mention NVDA is up 430,000% in last 25 years while your favorite fund is down 40% in the same time line.
So NVDA is down 12% in last few years? You forgot to mention NVDA is up 430,000% in last 25 years while your favorite fund is down 40% in the same time line.
John Hussman has conned you. He saw you a mile away and he thought "there is an easy target!"
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