There’s a point of view that short selling is important & ethical because it creates an incentive to find problems with companies and expose them. Hopefully they’re honest when they do it, but that applies to people pumping a stock too.
The bias should lead to more caution, but the disclosure was made. The disclosure would have been more ethical if it had been at the beginning - especially because of the likelyhood of people not reading to the end of the multi-paginated format.
Most of what I see on Seeking Alpha is people cherry picking charts and statistics to support a pre-existing hypothesis. Many times authors continually double down on clearly wrong opinions and just say "oh well, the market is crazy".
Surely if we're going to start accusing people of anti-NVidia bias we should include Charlie from SemiAccurate so he doesn't feel left out. He did coin the term "Bumpgate" after all.
It seems he has been tracking the AIB monthly revenue data out of Taiwan as well as trying to reconcile 2017 numbers with what Nvidia/Amd have reported on mining.And in Nvidia's case he seems focused on the CEO attributing gaming revenue strength in q1 entirely to Fortnite/PUBG when gamers had virtually no access to cards. So, the way I read it is he took the SemiAccurate report as evidence that CEO has gotten it wrong, and that this explained the very vague 'not for a long time' comment at Computex.
