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This thread is fire - Lots of good stuff on $NVDAQuoteIvanaSPEAR@IvanaSpear·Oct 8$NVDA The market is finally waking up to the fact that Blackwell orders are coming in the 100Ks compared to the Hopper in the 10Ks. Here are 5 data points that

$NVDA The market is finally waking up to the fact that Blackwell orders are coming in the 100Ks compared to the Hopper in the 10Ks. Here are 5 data points that came out over the past few days that confirm our thesis: 1. Foxconn CEO said that dem

Ep 174: We are Live! Talking U.S #China Chips, @Qualcomm Snapdragon 4, @Micron #Earnings, @IBM buys Apptio, @Oracle leans in on @AMD @Ampere @Arm, @NVIDIA @Snowflake partnership. $QCOM $AMD $NVDA $MU $SNOW $IBM

Investing is as simple as this. #Bitcoin #TSLA #NVDA #MCD #MeshBeatles