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VOICE ARCHIVE

@mayhem4markets

@mayhem4markets
26 posts
2024-08-04
That's unfortunate for $NVDA, but not terribly surprising given that Blackwell seemed a bit rushed. Launching new GPU designs on a yearly cadence is a rather significant amount of engineering work, and it doesn't necessarily allow for sufficient testing of new designs. [image]
2024-08-04 View on X
The Information

Sources: Nvidia told Microsoft, and another large cloud provider, that its new Blackwell AI chips will be delayed by three months or more due to design flaws

Nvidia's upcoming artificial intelligence chips will be delayed by three months or more due to design flaws …

2024-04-25
That $META earnings call was an absolute disaster.  Zuck tried to convince his investors that AI is the future, when there's no real clear path to how it makes profit.  Then he tried to tie it into the metaverse.  At that point I bet a lot of people got PTSD, because the selling accelerated further...
2024-04-25 View on X
CNBC

Meta's stock drops 10%+ on weak Q2 revenue guidance and increasing FY 2024 capital expenditures from $30B-$37B to $35B-$40B due to AI infrastructure investments

should investors consider buying? Kathleen Gallagher / Business Post : Shares in Meta plummet as it forecasts spending spree TJ Denzer / Shacknews : Facebook (META) issues Q2 2024 ...

That $META earnings call was an absolute disaster.  Zuck tried to convince his investors that AI is the future, when there's no real clear path to how it makes profit.  Then he tried to tie it into the metaverse.  At that point I bet a lot of people got PTSD, because the selling accelerated further...
2024-04-25 View on X
Meta Investor Relations

Meta reports Q1 revenue up 27% YoY to $36.46B, net income up 117% YoY to $12.37B, and family daily active people up 7% YoY to 3.24B on average for March 2024

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2024.

2023-04-11
Wow, FTX was horribly mismanaged in every way possible. A total security nightmare. If they didn't go down the way they did they would have been hacked badly... https://twitter.com/...
2023-04-11 View on X
@molly0xfff

[Thread] A look at a report from FTX debtors on the company's control failures, like awful recordkeeping, lying about using cold wallets, and sloppy key storage

Document #1242, Attachment #1 Mark Timmis / Coinmonks : Curious Cryptos' Commentary 10th April 2023 — FTX FTX : FTX Debtors Release Report on FTX Group's Control Failures Martin Yo...

2023-04-10
Wow, FTX was horribly mismanaged in every way possible. A total security nightmare. If they didn't go down the way they did they would have been hacked badly... https://twitter.com/...
2023-04-10 View on X
@molly0xfff

[Thread] A look at a report from FTX debtors on the company's control failures, like awful recordkeeping, lying about using cold wallets, and sloppy key storage

The new team in charge of the FTX bankruptcy have released their first interim report on the failures of control at FTX and related businesses. It's 43 pages long, let's go through...

2023-03-10
The perception of risk within European banking rose as SVB tumbled https://twitter.com/...
2023-03-10 View on X
Financial Times

Silicon Valley Bank launches a $2.25B share sale after losing ~$1.8B on its ~$21B of US Treasuries and mortgage-backed securities

Technology-focused lender suffered loss on $21bn portfolio of Treasuries and mortgage-backed securities  —  Silicon Valley Bank has launched a $2.25bn share sale …

2023-01-31
Will chip production fall back toward its primary trend after such a significant surge? A lot of demand was pulled forward for the past several years. Now spending on computers by businesses and consumers is falling, as well as cloud spend. So continued softening seems likely. https://twitter.com/...
2023-01-31 View on X
Reuters

Samsung reports a ~$1.38B mobile profit in Q4, down from ~$2.15B in Q4 2021, and says its 2023 chip investment will be similar to 2022, in contrast to rivals

Oof, Samsung. Semiconductor earnings collapsed by 97% as the chip glut takes hold. Source: Bloomberg https://twitter.com/... https://twitter.com/...
2023-01-31 View on X
Nikkei Asia

Samsung reports Q4 operating profit down 69% YoY to ~$3.5B, its lowest since Q3 2014, and revenue down 8% YoY to ~$57.3B, citing weak chip and smartphone demand

South Korean tech giant's slump expected to continue in first half of this year  —  SEOUL — Samsung Electronics said Tuesday …

Will chip production fall back toward its primary trend after such a significant surge? A lot of demand was pulled forward for the past several years. Now spending on computers by businesses and consumers is falling, as well as cloud spend. So continued softening seems likely. https://twitter.com/...
2023-01-31 View on X
Nikkei Asia

Samsung reports Q4 operating profit down 69% YoY to ~$3.5B, its lowest since Q3 2014, and revenue down 8% YoY to ~$57.3B, citing weak chip and smartphone demand

South Korean tech giant's slump expected to continue in first half of this year  —  SEOUL — Samsung Electronics said Tuesday …

Oof, Samsung. Semiconductor earnings collapsed by 97% as the chip glut takes hold. Source: Bloomberg https://twitter.com/... https://twitter.com/...
2023-01-31 View on X
Reuters

Samsung reports a ~$1.38B mobile profit in Q4, down from ~$2.15B in Q4 2021, and says its 2023 chip investment will be similar to 2022, in contrast to rivals

2022-12-07
Leaked document claims Alameda CEO Caroline Ellison's personal FTX margin position was negative $1.3B in May of 2022 https://twitter.com/...
2022-12-07 View on X
Financial Times

A spreadsheet SBF used in November lists nearly 500 alleged VC investments by Alameda, including in Circle, Genesis, Sky Mavis, Paxos, StarkWare, and Anchorage

Leaked document claims Alameda CEO Caroline Ellison's personal FTX margin position was negative $1.3B in May of 2022 https://twitter.com/...
2022-12-07 View on X
Financial Times

Sources: FTX reached late stage negotiations with Taylor Swift for a $100M+ sponsorship deal, supported by Swift fan SBF but opposed by some FTX executives

Negotiations between singer-songwriter and Sam Bankman-Fried's crytpo group collapsed this spring

2022-11-30
Shots fired! ECB says bitcoin is headed toward irrelevance. 😂 https://twitter.com/...
2022-11-30 View on X
TechCrunch

The European Central Bank says that bitcoin is “rarely used for legal transactions” and is on the “road to irrelevance”, without citing any strong data points

European Central Bank officials alleged on Wednesday that bitcoin is “rarely used for legal transactions …

2022-11-22
“Alexa, what's a colossal failure?” “I am.” “Say what?” “I've lost $AMZN $10 billion in 2022.” https://arstechnica.com/...
2022-11-22 View on X
Ars Technica

Report: Amazon's hardware group is on track to lose $10B in 2022, as many Echo devices are sold at cost and plans to monetize Alexa have failed

Layoffs reportedly hit the Alexa team hard as the company's biggest money loser.  —  Amazon is going through the biggest layoffs …

2022-11-16
The dominoes are beginning to fall in the world of crypto. Genesis lacks the funds to honor client withdrawal requests. This crypto exchange insolvency situation is likely to worsen materially in the weeks and months ahead. Many are poorly positioned for the ‘new normal’. https://twitter.com/...
2022-11-16 View on X
CoinDesk

Genesis' crypto lending unit, which had $2.8B in active loans in Q3, suspends redemptions and new loan originations; trading and custody units are unaffected

The unit, known as Genesis Global Capital, serves an institutional client base and had $2.8 billion in total active loans as of the end of the third quarter of 2022.

2022-08-03
$MSTR posts *MASSIVE* loss of $94.01/share (or $1.06B). @saylor to step down as CEO. Company will split CEO and Executive Chairman role, which Saylor will assume. Perhaps leveraging in to bitcoin wasn't the best ... strategy. 🤷‍♂️ https://twitter.com/...
2022-08-03 View on X
The Block

MicroStrategy CEO Michael Saylor steps down and takes executive chairman role “to focus more on our bitcoin acquisition strategy”; president Phong Le named CEO

- Michael Saylor is set to step down from his role as CEO and become an executive chairman.

2022-07-26
Guess the management of $SHOP is .. shopping around? https://twitter.com/...
2022-07-26 View on X
Wall Street Journal

Memo: Shopify plans to cut around 1,000 workers, or 10% of its global workforce, citing consumers pulling back from online shopping; SHOP drops 14%+

CEO Tobi Lütke says company made wrong bet on pandemic-fueled boom in e-commerce growth lasting  —  Shopify Inc. SHOP -16.29%▼ …

2022-07-13
BMW, which is an abbreviation for “Break My Wallet,” honors its namesake by charging for heated car seats. This is not what microtransactions or subscriptions were meant for. If you buy the car you should be able to use the heated seats. Period. 🤦‍♂️ https://www.theverge.com/...
2022-07-13 View on X
The Verge

In Germany, South Korea, and other countries, BMW starts selling subscriptions or charging one-time fees to unlock heated seats, engine sound options, and more

2022-07-06
Breaking: The US wants $ASML to stop selling critical chipmaking equipment to China. This makes sense as some of this manufacturing gear could give China a significant lead on semiconductor technology they wouldn't otherwise have access to.
2022-07-06 View on X
Bloomberg

Sources: the US is lobbying the Netherlands to ban ASML from selling its older deep ultraviolet lithography systems for making less-advanced chips to China

The US is pushing the Netherlands to ban ASML Holding NV from selling to China mainstream technology essential in making a large chunk …

2022-02-26
Oh my. A Chinese cybersecurity outfit (likely with ties to their government) has quite publicly outed an apparent NSA offensive cybersecurity operations team... Try to remember the days when hacking headlines didn't grace the news daily. Seem distant, no? https://www.vice.com/...
2022-02-26 View on X
VICE

In a report, Chinese cybersecurity company Pangu Lab says the NSA is behind the Equation Group and Bvp47, a hacking tool in use for the past 10 years

A Chinese security firm released a detailed report about what it says is malware created by Equation Group, a hacking group widely believed to be the NSA. Source: Pangu Lab and Sla...