@patrickmoorhead · Exit NVDA

Time to short $NVDA. 🤣 Seriously, this number is mind boggling. $2.4T per year. Accurate? Don’t know.

Interesting report from @theinformation that Nvidia will be able to make 1000 Vera Rubin racks per day, which is $630b per quarter. Actually a little hard for me to believe and haven’t checked the math, but wow if true. And Vera CPU racks and Groq LPU racks would be incremental

Read asExit NVDA

Since the call—

#60 of 214 rankedThe analyst's rank today

High · 0.94Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

not in the basket todayBasket

Rank per close

—

Oct 1

#413

Oct 4

#362

Oct 5

#274

Oct 6

#182

Oct 7

#120

Oct 8

#83

Oct 11

#54

Oct 12

#39

Oct 13

#58

Oct 14

#60

Oct 15