https://orcafin.substack.com/p/acquisition-games
If this doesn’t scare the daylights out of investors, not sure, what else will. There is a clear and marked deterioration happening in the VMWare business even after all the carried-over receivables.
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Doubt it has been disastrous, it is going as planned. Look at Symantec and CA, they are both paying off. Anyone stuck with main frame is paying at least 3 times as much as from before BC acquisition and now business has become as usual. With VMW the 50% install base that BC is gilding to keep will be paying 3 times more than with VMW. The opex for BC will be half since they won't have to service the the small customers so the margins for BC will be worth it in a year or 2.
This is the way!
Oh
By signing ti-s.
NVIDIA (NVDA) Fined $5.5M for Failing to Disclose Crypto Mining Impact
Oh no! How will they manage to pay that!??
Blame the customer CIOs who continue to pay 150-200% price increases. Investors know that AVGO is good for a couple more years of extracting cash from Broadcom Software.
Don't count your chips while still at the table. The chips can go down to zero very soon. What you cash out is what you can keep.
Why don’t you short NVDA brah?
Were you sleeping for the past 2 yrs?
bubble brahs will be roasted. The market is a zero sum game. The brahs are providing exit liquidity with ESPP and 401k to all the people who are selling their options.
NVIDIA (NVDA) Fined $5.5M for Failing to Disclose Crypto Mining Impact
https://www.investopedia.com/nvidia-fined-over-crypto-mining-disclosures-5271410
Nvidia’s Former CFO to Pay Fine
https://www.latimes.com/archives/la-xpm-2003-sep-12-fi-nvidia12-story.html
Intel will go bankrupt in less than a year if they can't raise cash by selling their foundries and other assets.
He called TSLA, NVDA and SMCI cooking books too.
SMCI is down 65% from peak. TSLA is down 50% from peak.
Bro you will own nothing and be happy.
Bro get over Broadcom. She isn’t into you anymore.
He called TSLA, NVDA and SMCI cooking books too.
I’ll be gone, you’ll be gone
Hockey is definitely too old and doesn't know how to run a complex software business. He retained a bunch of losers. The high caste leaders and a bunch of useless DEs. All the good people left. There are still a lot of customers who are struggling to free themselves from VMware. May be this circus can go on for a couple of more years max.
https://www.msn.com/en-us/money/news/ilearningengines-shares-fall-on-short-report-company-responds-to-artificial-intelligence-spac-with-artificial-partners-allegations/ar-AA1pFSpK?ocid=BingNewsVerp
iLearningEngines Shares Fall On Short Report, Company Responds To 'Artificial Intelligence SPAC With Artificial Partners' Allegations
Mostly fake AI earning from a scam Indian subsidiary
SMCI fake AI earnings exposed recently
Broadcom next?