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Agreed. The author's bias makes this unethical, in my opinion. I wish HN didn't promote posts like this.

by feefie 8y ago

cookingrobot 8y ago
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.
batbomb 8y ago
If that's how you feel, then you need to block about half of everything on Seeking Alpha
- joejerryronnie 8y ago
  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".
dv_dt 8y ago
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.
Symmetry 8y ago
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. https://semiaccurate.com/2010/07/11/why-nvidias-chips-are-defective/ https://semiaccurate.com/2010/07/11/why-nvidias-chips-are-de...
- nooknook 8y ago
  The article is citing the SemiAccurate report directly. I actually read some of the SA authors other work on the topic, and he's done some detailed analysis. This one was interesting. https://seekingalpha.com/article/4181940-asian-aib-read-gpu-mining-picture https://seekingalpha.com/article/4181940-asian-aib-read-gpu-... 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.
dirtyaura 8y ago
I disagree. It is in no way unethical: Disclosure was made and the reader can use his judgement. In contrast, many post on HN are veiled promotions of products by startups, and a clear disclosure is often missing.

Agreed. The author's bias makes this unethical, in my opinion. I wish HN didn't promote posts like this.

by feefie 8y ago

Agreed. The author's bias makes this unethical, in my opinion. I wish HN didn't promote posts like this.

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.

batbomb 8y ago

If that's how you feel, then you need to block about half of everything on Seeking Alpha

joejerryronnie 8y ago
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".

dv_dt 8y ago

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.

Symmetry 8y ago

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. https://semiaccurate.com/2010/07/11/why-nvidias-chips-are-defective/ https://semiaccurate.com/2010/07/11/why-nvidias-chips-are-de...

nooknook 8y ago
The article is citing the SemiAccurate report directly. I actually read some of the SA authors other work on the topic, and he's done some detailed analysis. This one was interesting. https://seekingalpha.com/article/4181940-asian-aib-read-gpu-mining-picture https://seekingalpha.com/article/4181940-asian-aib-read-gpu-... 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.

dirtyaura 8y ago

I disagree. It is in no way unethical: Disclosure was made and the reader can use his judgement. In contrast, many post on HN are veiled promotions of products by startups, and a clear disclosure is often missing.