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Call · @knockouttrader · #371 on the leaderboard

@knockouttrader

@knockouttrader · Wed, Aug 12

So actually we are at least a bit ahead of our previous gameplan. If confirmed this makes 800VDC a 2H26 deployment story rather than purely 2027/28. This is earlier than Nvidia’s original 2027 starting point for the 800VDC transition. Potentially positive for $VRT , $NVTS and
31d agoview on X ↗

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

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down 58 places since the call#313 → #371 · 2 scored days
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#371

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