US ‘blue tsunami’ shock and foreign-investor panic selling | Chesley Investment Advisory’s Park Se-ik [26.11.05]
An independent exercise, not a statement by the video creator or verification of every claim in the video.
Do not add a monthly moving average to the same quarter’s sales
In an independent hypothetical example, monthly sales of 100, 120 and 140 produce a quarterly total of 360 and a final-month 3-month moving average of 120. Adding that 120 to obtain 480 counts some of the same sales twice. Label each figure as an individual month, a monthly moving average, a quarterly total or a cumulative total before comparing matching periods and units.
Check for yourself
- Is the monthly figure actual sales for that month or an average across several months?
- Have figures already included in the quarter or cumulative total been added as extra sales?
Limits of application
These assumed numbers illustrate reporting bases and are not actual chip sales or a forecast. Rounding and revisions can create small differences between quarterly totals and values converted from moving averages.
- What to look for
- Trace the broadcast’s chain from political news through data-center investment and chip earnings to equity prices, including its assumptions.
- Why it matters
- Check permit conditions, implementation schedules and revenue timing separately, and avoid conflating daily leverage with holding-period returns or quarterly totals with monthly averages.
Timeline
9 segmentsThe speaker argues that regulation affecting subsidies, power-cost sharing or permits need not eliminate all data-center demand. Specific state actions, election outcomes and a single cause of the selloff are not independently established; long-term supply contracts do not guarantee chip earnings without checking delivery and cancellation terms and counterparty performance risk.