Equity Climb

Equity Climb@equityclimb1

$AVGO guide FY27E: ~$115B (+100% growth) FY28E: ~$230B (+100%), think analysts were modeling ~$180B. I know market a $AVGO hater this year making it a villain, give this name time. Give it a year or so to prove itself again.

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Equity Climb@equityclimb1

I have said this before $CRDO was 2024 stock, todays reaction was imminent. Not to say its bad company its inflection was 2024 not 2026. Same with $ALAB $MRVL and many others

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Equity Climb@equityclimb1

The path for $NVDA to reach $1 trillion in annual revenue is no longer mathematically absurd. NVIDIA reported $96.2B in quarterly revenue and guided to $108B next quarter, putting it near a $400B annualized run rate. If revenue grows 70% in FY2028, a $400B base becomes roughly

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Equity Climb@equityclimb1

$NVDA is going to $300 in next 6-9 months and Michael Burry needs pray to god Trump fuck up the economy real bad next 6 months enough bc thats only way I see his short position works.

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Equity Climb@equityclimb1

AWS plans to deploy 2 million additional NVIDIA Blackwell Ultra, Rubin and Rubin Ultra GPUs across its global infrastructure in 2027-2028. The companies are also working to bring Vera CPU-based infrastructure to AWS, extend NVLink Fusion with NVHBM and build secure AI factories

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Equity Climb@equityclimb1

Its giving sell your kidney and invest in stock market AI buildout $NVDA

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Equity Climb@equityclimb1

TPU 8i gives $GOOG 80% better inference performance per dollar, lowering Gemini and Cloud serving costs while reducing Nvidia dependence. $GOOG will be first to have inflection among hyperscalers they are way ahead of their peers $AMZN $MSFT $META

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Equity Climb@equityclimb1

Know when to lock in gains. If this drops below $90 I will enter again $AEHR

tweeted Fri, Aug 21 · counted from Mon, Aug 24 close