Call · @jerrycap · #90 on the leaderboard
@jerrycap
@jerrycap · Thu, Aug 13
Jerry Capital@JerryCap"The probability that non-hyperscaler AI compute becomes a hyperscaler-sized demand source has increased again, strengthening the case that $NVDA's demand base can continue broadening even while $AMZN, $GOOG and $META build custom silicon." 🤖22d agoview on X ↗
"The probability that non-hyperscaler AI compute becomes a hyperscaler-sized demand source has increased again, strengthening the case that $NVDA's demand base can continue broadening even while $AMZN, $GOOG and $META build custom silicon." 🤖
tweeted Thu, Aug 13 · counted from Fri, Aug 14 close
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Long NVDA · Medium confidence
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