A very detailed and technical analysis of the bear case for Nvidia by Jeffrey Emanuel, that Matt Levine claims may have been responsible for the Nvidia price decline.
I read that last week. It was an interesting case of experiencing Gell-Mann-Amnesia several times within the same article.
All the parts where I have some expertise were vague, used terminology incorrectly and were often just wrong. All the rest was very interesting!
If this article crashed the market: EMH RIP.
I read that last week. It was an interesting case of experiencing Gell-Mann-Amnesia several times within the same article.
All the parts where I have some expertise were vague, used terminology incorrectly and were often just wrong. All the rest was very interesting!
If this article crashed the market: EMH RIP.