MB Davidson
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207blue.bsky.social
MB Davidson
@207blue.bsky.social
410 followers 600 following 61 posts
Getting awfully dark.
MeFite. International Folk Dancer. IT Nerd. Black Lives Matter. Lake Region Dems. Feminisit AF. Resisting. WWRBGD?
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Reposted by MB Davidson
bretdevereaux.bsky.social
It was the job of senate republicans to remove & disqualify this lunatic after January 6 and they chickened out.

It was Garland's job to put him in jail for doing crimes in broad daylight, and he dragged his feet.

It was SCOTUS' job to disqualify him under the 14A, and they hid under their desks.
August 23, 2025 at 3:53 AM
207blue.bsky.social
if he croaks, the Extreme Right Cabal needs it to look like it can be assassination, because that would make things smoother for their takeover.
They have been increasingly successful, and they must be stopped.
August 23, 2025 at 5:03 AM
207blue.bsky.social
She tends to leave committee meetings early. She is poorly informed and an embarrassment to my town.
August 20, 2025 at 1:14 AM
207blue.bsky.social
This is my Maine State Rep. She went to DC for Jan. 6. She is anti-education, a Kooolaid drinker of all things GOP and trump. Shameful. I will work for her opponent next year.
August 20, 2025 at 1:12 AM
Reposted by MB Davidson
edzitron.com
The entire AI bubble is a mirage - nobody is making a profit and everybody is losing money other than NVIDIA. As a result, NVIDIA is the weakpoint - the AI bubble is based on them selling MORE GPUS every single quarter FOR FOREVER.
www.wheresyoured.at/the-haters-gui/
The Magnificent 7's Weakpoint: NVIDIA As I write this, NVIDIA is currently sitting at $170 a share — a dramatic reversal of fate after the pummelling it took from the DeepSeek situation in January, which sent it tumbling to a brief late-April trip below $100 before things turned around. The Magnificent 7 stocks — NVIDIA, Microsoft, Alphabet (Google), Apple, Meta, Tesla and Amazon — make up around 35% of the value of the US stock market, and of that, NVIDIA's market value makes up about 19% of the Magnificent 7. This dominance is also why ordinary people ought to be deeply concerned about the AI bubble. The Magnificent 7 is almost certainly a big part of their retirement plans, even if they’re not directly invested. Back in May, Yahoo Finance's Laura Bratton reported that Microsoft (18.9%), Amazon (7.5%), Meta (9.3%), Alphabet (5.6%), and Tesla (0.9%) alone make up 42.4% of NVIDIA's revenue. The breakdown makes things worse. Meta spends 25% — and Microsoft an alarming 47% — of its capital expenditures on NVIDIA chips, and as Bratton notes, Microsoft also spends money renting servers from CoreWeave, which analyst Gil Luria of D.A.Davidson estimates accounted for $8 billion (more than 6%) of NVIDIA's revenue in 2024. Luria also estimates that neocloud companies like CoreWeave and Crusoe — that exist only to prove AI compute services — account for as much as 10% of NVIDIA's revenue. NVIDIA's climbing stock value comes from its continued revenue growth. In the last four quarters, NVIDIA has seen year-over-year growth of 101%, 94%, 78% and 69%, and, in the last quarter, a little statistic was carefully brushed under the rug: that NVIDIA missed, though narrowly, on data center revenue. This is exactly what it sounds like — GPUs that are used in servers, rather than gaming consoles and PCs (. Analysts estimated it would make $39.4 billion from this category, and NVIDIA only (lol) brought in $39.1 billion. Then again, it could be attributed to its problems in China, esp… NVIDIA's quarter-over-quarter growth has also become aggressively normal — from 69%, to 59%, to 12%, to 12% again each quarter, which, again, isn't bad (it's pretty great!), but when 88% of your revenue is based on one particular line in your earnings, it's a pretty big concern, at least for me. Look, I'm not a stock analyst, nor am I pretending to be one, so I am keeping this simple: NVIDIA relies not only on selling lots of GPUs each quarter, but it must always, always sell more GPUs the next quarter. 42% of NVIDIA's revenue comes from Microsoft, Amazon, Meta, Alphabet and Tesla continuing to buy more GPUs. NVIDIA's value and continued growth is heavily reliant on hyperscaler purchases and continued interest in generative AI. The US stock market's continued health relies, on some level, on five or six companies (it's unclear how much Apple buys GPU-wise) spending billions of dollars on GPUs from NVIDIA. An analysis from portfolio manager Danke Wang from January found that the Magnificent 7 stocks accounted for 47.87% of the Russell 1000 Index's returns in 2024 (an index fund of the 1000 highest-ranked stocks on FTSE Russell’s index). In simpler terms, 35% of the US stock market is held up by five or six companies buying GPUs. If NVIDIA's growth story stumbles, it will reverberate through the rest of the Magnificent 7, making them rely on their own AI trade stories. And, as you will shortly find out, there is no AI trade, because generative AI is not making anybody any money.
July 21, 2025 at 4:48 PM
Reposted by MB Davidson
billmckibben.bsky.social
Just a reminder to all that No Kings day is approaching and it would be good to have a big turnout
thirdact.org/act/no-kings...
No Kings! June 14 National Day of Action – Third Act
thirdact.org
May 27, 2025 at 8:11 PM
207blue.bsky.social
truthbrigade.indivisible.org/s/k3N4OZpx
Join the Truth Brigade!
truthbrigade.indivisible.org
May 20, 2025 at 11:28 PM