My Guest Today Is Kashyap Sriram. He is a fellow investor and content creator who recently went viral after posting a Twitter thread on NVIDIA.

In the thread, he exposed some anomalies in NVIDIA’s earnings and share repurchases.

Specifically, it seems quite clear now that the earnings beat was only possible thanks to nearly $3 billion in revenue, which the company has recognized but not been paid for yet.

This comes at a time when the relationship between NVIDIA and CoreWeave is also being scrutinized.

* Is NVIDIA guilty of something illegal here?

* Does the company face a risk of impairment loss in the future?

* How can investors profit from this situation?

We covered all this and more in the 1-hour interview.

I really enjoyed this conversation and hope you will, too!

Follow Kashyap:

Twitter: https://twitter.com/kashyap286

His website: https://www.kashyapsriram.com/

Follow Me:

Twitter: https://twitter.com/JamesCFoord

Youtube:https://www.youtube.com/channel/UCUNZ28Ydsumo0P8FZ9OtquA

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