
Christophe Nour
116 posts

Christophe Nour
@ChristopheNour
Stock-picker since 2018, YouTuber (8k subs), over 300 students mentored. I help individuals become better investors and improve their performance.

















$SMCI just reported its Quarterly earnings showing off a 123% jump YoY in net sales to $12.7B, vs. $10.43B est. However the company conveniently kept silent on these data because it will expose how almost all of those revenues have been fabricated via pass through vendor financing on steroids ⚠️👇🏻 🚩 Account receivables up 500% to ~11bn$ in 6 months 🚩 Inventories up 228% to ~10.6bn$ in 6 months 🚩 Account payables up 1053% in 6 months to ~13.75bn$ 🚩 Cash and Equivalents DOWN 22% in 6 months to ~4.1bn$ 🚩 Gross margins DOWN to 6.3% vs 9.3% the previous quarter and 11.8% in the same quarter of last year




$FICO podria multiplicar el precio de sus Scores 5x y seguiría teniendo mucho sentido para el comprador de vivienda. El ahorro de costes financieros de la hipoteca es muy superior al precio




