Jason's Chips

Jason's Chips@jasonschips

$NVDA new moat is wafer and DRAM hogging. They locked up all the supply until 2029.

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

Jason's Chips@jasonschips

Needham on CoreWeave ($CRWV): top-line beat, capacity still the bottleneck Needham says CoreWeave’s 1Q print made them incrementally more positive on the AI cloud story, even though they keep a Hold rating because capex/profitability questions and valuation are still doing a lot

tweeted Fri, Aug 7 · counted from Mon, Aug 10 close