1) no Sec filing 8k Regarding an NVDA deal 2) no mention from NVDA 3) cash burn rate is high 4) no disclosure of revenue from NVDA In said partnership. 5) press release from the website doesn’t even call it a partnership. It said “collaboration” 6) CRNC is a customer of NVDA that pays heavy for the NVDA engineering team’s help to support their in car language packs. 7) nobody is buying CRNC’s in car language packs it seems. 8) massive cash burn will require second market offering to keep the lights on.

Nice.

Hey, thanks for the great article!  What is your opinion on the recent bank failures and their impact on the financial sector, and how does this relate to Jerome Powell's dilemma as the chairman of the Federal Reserve?

How can investors identify the potential for a distressed asset to turn around and become a profitable investment, rather than just a company that will eventually go out of business?
 

What is the conclusion drawn from the GMO exhibit regarding the long-term real returns of a portfolio of companies trading at 10x sales or higher against the general stock market?
 

Do you have any info on what is the potential impact of the war on Salesforce.com's growth and profitability in 2023, and how is the company planning to address these challenges?

A great listen! Thanks!

What is the current state of global LNG demand and the role of Europe, the US, and Asia in the industry?

It's interesting to see the shift in performance between growth and value stocks over the past few years.

Great insights!