The Analysts

Call · @mf_camillus · #167 on the leaderboard

@mf_camillus

@mf_camillus · Wed, Aug 26

LBM_LXXVIII@MF_Camillus
$NVDA has added an absolutely enormous amount of FY28/FY29 procurement commitments essential to its future growth. FY28 + FY29 alone now equals $175bn That is pretty much the entire incremental commitment, and they tell us explicitly what is driving it: MEMORY $MU $SKHY $SNDK
9d agoview on X ↗

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

Read as

Mentions MU, Mentions SKHY, Mentions SNDK · Low confidence

Confidence

Low0.60

Counted from

Thu, Aug 27 · market close

Rank since this call

#137 → #167 · 7 scored days

#137

Aug 28

#137

Aug 29

#132

Aug 30

#109

Aug 31

#144

Sep 1

#131

Sep 2

#167

Sep 3

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