说到为什么每个人都讨厌英伟达?我不知道,我没意识到有这回事。
talking about why does everyone hate Nvidia? I didn't I wasn't aware that that was a thing.
说到英伟达,不,英伟达看起来实际上健康得多。我们上周讨论过的一张图表,埃德·齐特龙刚刚碾压过的,是英伟达的盈利,过去12个月的净利润,与亚马逊、苹果相比。我说:“天哪,这太了不起了。”
他说:“不,不是的。不,不是的。这不是真的。这都是加价。”我说:“不,不是的。这不是加价。”我们看了营业利润。图表完全一样。英伟达的营业利润,即业务实际产生的利润。
Speaking of Nvidia, uh, no, Nvidia looks actually much healthier. One of the charts that we spoke about last week that Ed Zitron just steamrololled over was Nvidia's earnings, net income over the last 12 months compared to Amazon, uh, compared to Apple. And I said, "Holy [ __ ] this is remarkable." And he go, "No, it's not. No, it's not. It's not real. It's all the markups." "No, it's not. It's not the markups." We looked at operating earnings. It's the exact same chart. Operating earnings for Nvidia, what the business is actually generating.