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Peter Garnry, CFA
petergarnry.gesdacapital.com
did:plc:tusj43dz56pmhimprvkgyf6k
I have been reflecting on Nvidia earnings.
One thing is the share price development indicating that the market is not that excited after all. But another one is their receivables.
Trade receivables were down but China cannot explain the decline q/q compared to growth in previous quarters.
2025-06-01T21:03:37.955Z