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EXCLUSIVE: renowned exposure warnings expert Stephen Petty, whose testing and analysis from East Palestine, Ohio is the most comprehensive, has been under NDA, his data sealed. We got the data. And Petty agreed to speak with us. He says that from the East Palestine testing “between 50 and 70%...

10,944 просмотров • 10 дней назад •via X (Twitter)

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David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

The All-In Podcast

304,297 просмотров • 9 месяцев назад

BREAKING: “The NBS is lying with statistics." I told you that the new guys at the NBS are lying, & I was right! They are falsifying data. Dr. Reuben Abati has corroborated my position. Dr. Yemi Kale was the last Statistician General of Nigeria that told Nigerians the truth. He told us that he was under pressure for 10 years (to compromise the statistics his NBS published). However, the new boss at the NBS could not resist the pressure from the APC. He politicized your unemployment data. He simply devalued your unemployment rate from 33% to 4.6%. Yemi Kale told Arise TV back then, that he was pressured to change the parameters for calculating Unemployment numbers. But he was uncompromising; he stood firm. Reducing the number of working hours creates a false narrative, & paints the picture that everything is good (when the opposite is the case). The day Yemi left the NBS Nigeria, was the day I knew that data in Nigeria is dead. Celebrating the 3.46% GDP Growth for a population of 220 million is shameful. The new guys at the NBS are poised to "rebase" your GDP (to suit a certain type of narrative). Their Inflation data is equally false. Current Inflation in Nigeria is over 60%. Any data coming from the new NBS should be taken as data from the APC. Like INEC & the Judiciary, the NBS wasn’t spared from the ongoing State Capture. Data Integrity is a thing in Western countries. You don’t tamper with data. Data is life, the next thing after God. On Yemi Kale’s watch? Data Integrity was sacrosanct. Recall that as the then Minister of Labour, Dr. Chris Ngige was visibly angry with the Unemployment Numbers published by the uncompromising Yemi Kale. Dr. Goodluck Ebele Jonathan did not interfere as well. Despite all of the pressure from the APC, Yemi stood his ground. But Bola Tinubu is notorious for corrupting institutions. A man who told you “abi na statistics we go chop?” has no regard for Data Integrity. He found favor in the new man at the NBS (who has corn in his pocket). Check his closet, I’m sure you will find that very stupid & funny-looking Fascist’s Mandate Cap. He threw professionalism in the gutter. And when you hear him speak? You almost feel sorry for any investor who will rely on his data for their investment decisions. No Foreign Investor will trust the data coming from a compromised Institution of the government. For your own sake, I will advise you think twice before you apply the new data coming from the current NBS. When in doubt, ask questions.

NEFERTITI

73,018 просмотров • 1 год назад