Відео

You are doing great work!!!

Sounds like someone missed buying the bottom hahaha

Thankyou!!!

I am confidently short in large size both $SMCI & $NVDA but would not be confident that the NASDAQ will cut them off at the knees this week. The regulators work for the benefit of public companies not for the benefit of the public.

Love this chats ..please continue to put them out

There is some estimate that 40% of US listed companies are being investigated for committing fraud, 40%!

Thank you for another interesting talk! Can't wait to see the continuation of the SMCI story.

Love your common sense, so apart from the MSM narrative :) Thank you.

Fascinating Dario. Again you identify irregularities that no one else is reporting on. Either because they don't have your level of suspicion and experience or because they are are paid to keep the smoke contained. And now it even most likely reaches into the regulator themselves. What an entirely broken and untrustworthy market it has become, buyers beware!

Great analysis. Looking forward to more of your talks.

You provide good insight. I appreciate the videos and your posts. Thank you for creating your content it is helpful and provides good points to think about.

I love your content. Could you please check the pronunciation of the word "fraud". C'mom man, please 🙏

Thank you mate

What opportunities are there from this?

I really enjoyed this, thank you.

Thank you for your continuing reality checks Dario. Even with a new president and "hope" in the air - the market dislocations and fundamental inconsistencies remain. The global debt bubble must continue to grow and ANY serious attempts to reign it in will collapse things. Rock and a hard place..

Grandissima analisi come al solito, soprattutto la parte finale rispetto al ruolo delle banche centrali.

Hi Dario Really appreciate your insights into the current fraud around NVDA,SMCI & MSFT. What's the likelyhood of SMCI getting delisted ? And would this bring the collaps to the others ? Or will the others just continue with infating the revenues? Again many thanks for your input!

Loving it. I found you through Ed Dow. Am a beginner. I have been envying NVIDIA from the sidelines, but did not dare to gamble, I mean, buy it.

Bravo! Obviously the SEC. should get onto MSFT, and force them to go public with MS crypto-credits, so we can trade them. Public corps should be required to issue public crypto-credits for their scams. ;-)

Great content, and thank you for taking the time and putting in the effort to share and educate.

Why Jensen Huang of NVDA isn't in jail for the shenanigans he did in 2000, is beyond me

Great content and thank you fit taking the time to share this with us.

Hello, Dario! Greetings from Twitter! Glad I found out you have a UA-cam account. Thoroughly enjoyed this. Keep up the great work.

Excellent content! Thanks for sharing.

Great work!

An entire generation of analysts and advisors are about to be SPANKED. Too inexperienced, too young, too gullible to have "done the math" rather than trend following and gobbling down the hype. Us older guys saw this exact scenario with Enron - fabrication of revenues in order to pump the stock. Now we are at x10 and it is probably infecting the entire tech sector, perhaps all the way up to MSFT. Where there's smoke there is fire and SMOKE is billowing right now.

Great podcast. Very clear and understandable and really exposes the lunacy going on today.

You Indian?

I think the powers that be did it in purpose because they didn’t want people to learn how to make money (energy) on all sides of the waves of the market. TPTB want to be the only wealthy ones when it crashes down for cheap buys for one example. Plus now you’ve got all other kinds of things involved like political people who were like no it’s not going down on my watch… which I’m sure you gonna get from both sides of the aisle now as we have seen before….

Bravo! I have been doing this now for 44 years and I could never have imagined that such widespread “investor” illiteracy could develop as we have now. It isn’t going to end well.

US government encourage fraud, bigger the better. Until fraudsters go to jail for their crime, this will continue...

Thank you Don't ignore Solana and Sui too Ethereum is slow and expensive

Very informative - thanks for sharing.

🔥🔥🔥

Thank you for sharing.

Fundamentally I am OK with your assessment of oil as an inflation hedge. But there are also strong forces pushing towards net zero, potentially leading to a midterm supply demand inbalance driving prices lower (maybe resulting in a stale mate overall, which then is a loss net inflation...)

Bitcoin is fine for speculation, but I don't think it has earned the moniker "store of value" and it compromises economic privacy.

Recognized characteristics-durability, portability, divisibility, uniformity, acceptability, recognizability, and limited supply are attributed to money. Crypto currency has made a claim that it is the same as money, only more efficient for commerce. Even to compare itself to gold as a store of value. I disagree. One characteristic that is never listed is PRIVACY. Privacy is an inferred characteristic that is not present in crypto. Historically, physical cash transactions provided a level of anonymity that allowed individuals to conduct their affairs without external scrutiny. This privacy enabled people to manage their finances without fear of judgment or intrusion, which is a significant aspect of personal freedom. Privacy should indeed be considered an essential characteristic of money, particularly in historical contexts where cash transactions were the norm. Unlike digital currencies, which often leave a traceable record, cash transactions are typically untraceable and do not reveal personal information about the parties involved. Cryptocurrencies like Bitcoin are designed to be transparent, with transaction details recorded on a public ledger (the blockchain). While this transparency can enhance security and trust, it compromises the privacy that cash transactions traditionally offered. Any shift towards digital payments will lead to increased visibility into individual financial activities, raising concerns about privacy and data security.

Around 16:00 comparing BTC to gold, there is one property that is different - PRIVACY. The government cannot freeze your gold. The government cannot claim your gold is tarnished. Gold does not rely on any infrastructure. Remember, the main purpose is preservation.