$NVDA. If you are invested or considering, you may want to read this. There is this idea that because $NVDA is so big, it can’t get bigger. I think this is fundamentally wrong. 2nd inning of a 9 inning game…..*nfa, dyor
$SKHY. Alot of folks going to get caught with their pants down on the memory trade, IMO. If you are selling here, you have to believe its going down. Tell me why. Lets debate. *NFA, dyor
Hyperscalers hit for raising capex and where the capex goes also has gone down. The two can’t be mutually exclusive. If hypercalers had not raised the infrastructure could arguably deserve to go down and maybe hyperscalers go up because “they are done spending” Idk, I was a