So, what odds people are laying on the idea that the true Nvidia scandal might end up being some sort of coverup bullshit and not the stuff we already know?
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@stanley I mean, I think that's a reasonable question to ask.
@baldur
I can’t find the post, but someone had a theory that it’s a scheme to smuggle chips into China
@baldur I think it’s somewhere around 75% that the investigation into what we already know will turn up more problems
@baldur I think it's a safe bet.
@baldur lol, absolutely the China deals and circular financing
@baldur I'm not a CFO at a Fortune 10 company but if Nvidia was selling in China doesn't it mean that revenue was either off-the-books or on-the-books (but misrepresented)? Both seem pretty bad.