Cisco’s AI revenue forecast ignores fundamental capital constraints
The latest pronouncements from Cisco Systems read like a prospectus written by an overly optimistic venture capitalist.
By Klaus Berger ·
wall street — Lorien Times
Wall Street celebrates Nasdaq gains, but ignores real payroll numbers
Wall Street, as usual, is having a good day—a day built on spreadsheets and narrative convenience.
By Ray Dombrowski ·
Goldman Sachs and BlackRock show AI is infrastructure finance
The sheer magnitude of the capital being discussed—$500 billion, and potentially more—is not a technological achievement; it is an economic one.
By Dana Whitfield ·
Jensen Huang pitches GPUs to Wall Street titans; it's pure finance
The whole thing stinks of financial engineering dressed up in silicon varnish.
By Ray Dombrowski ·
Analyst sends strong signal on SpaceX stock before earnings
The persistent intoxication surrounding SpaceX’s valuation is a masterclass in market self-congratulation.
By Tom Beckwith ·