Nvidia just dropped a memo trying to convince Wall Street it's not playing the vendor financing game. But legendary short seller Jim Chanos? He's raising eyebrows. The chip giant's pushing back hard against speculation, yet skepticism lingers among market watchers. When someone with Chanos's track record questions your accounting practices, people listen. The debate centers on how Nvidia structures deals with clients—particularly relevant given its dominance in AI chips and data center hardware. Is this standard business practice or financial engineering? The Street remains divided, and that uncertainty tends to shake investor confidence more than the answers themselves.
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MidnightGenesis
· 12-01 06:30
The on-chain data shows that the timing of this memo release is interesting... Chanos's actions have never been baseless; based on past experience, he always has sufficient code-level evidence before his strikes. It's worth noting that if Nvidia's financing structure really has issues, it will eventually reveal itself in the financial statements.
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GasFeeCry
· 12-01 03:35
Chanos has a really sharp sense of smell. If Nvidia really had no issues, why rush to release a memo to justify themselves... The more they explain, the worse it gets.
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UnruggableChad
· 12-01 03:32
This guy Chanos has a really sharp nose; no matter how much Nvidia tries to shift the blame, it won't help...
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ForumMiningMaster
· 12-01 03:22
Chanos has set his sights on Nvidia's finances... This guy has a keen nose, having stepped on how many landmines before. Vendor financing, when you strip it down, is just a roundabout way of offloading inventory. If Nvidia really had no issues, why are they in such a hurry to explain? It's quite humble of them.
Nvidia just dropped a memo trying to convince Wall Street it's not playing the vendor financing game. But legendary short seller Jim Chanos? He's raising eyebrows. The chip giant's pushing back hard against speculation, yet skepticism lingers among market watchers. When someone with Chanos's track record questions your accounting practices, people listen. The debate centers on how Nvidia structures deals with clients—particularly relevant given its dominance in AI chips and data center hardware. Is this standard business practice or financial engineering? The Street remains divided, and that uncertainty tends to shake investor confidence more than the answers themselves.