Read as: Long NVDA · High confidenceRank since this call: #325 → #243 · 4 scored dayskerman kohli@kermankohlifew understand this. ai demand can be recursive and not a linear model like prior technologies. this is not the same as the railroad or internet build out.7d agoview on X ↗tweeted Fri, Aug 28 · counted from Mon, Aug 31 close
Read as: Long NVDA · Medium confidenceRank since this call: #331 → #243 · 7 scored dayskerman kohli@kermankohlijensen knows the game way too well9d agoview on X ↗tweeted Wed, Aug 26 · counted from Thu, Aug 27 close