EPISODE · Nov 25, 2025 · 14 MIN
The Press Circles The Wagons Around Nvidia Using The Same "Randos" Playbook
from Nobody Special Finance · host Nobody Special Finance
Something spooked Nvidia after their recent earnings report so much that the company sent sell-side analysts a memo reassuring everyone that they are "not Enron." In typical fashion the press is carrying the water for Nvidia using the same "Randos" playbook from September of 2023. But what could have spooked them so much? Turns out...it was me!Disclosure: I am short Nvidia.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTubeFollow Nobody Special on X(twitter)
What this episode covers
Something spooked Nvidia after their recent earnings report so much that the company sent sell-side analysts a memo reassuring everyone that they are "not Enron." In typical fashion the press is carrying the water for Nvidia using the same "Randos" playbook from September of 2023. But what could have spooked them so much? Turns out...it was me!Disclosure: I am short Nvidia.Support the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTubeFollow Nobody Special on X(twitter)
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The Press Circles The Wagons Around Nvidia Using The Same "Randos" Playbook
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