The Analysts

Call · @cheemschina · #173 on the leaderboard

@cheemschina

@cheemschina · Thu, Aug 27

assume@CheemsChina
$NVDA 这份财报几乎可以代表着储存接着飞了至少AI在2027年依旧是供不应求阶段本来市场的预估是40%，结果直接干到了70% 这还是供给端不供的情况对于储存英伟达跟供应商签的 HBM、DRAM、LPDDR 产能承诺，上一季还是 1190 亿美元，这一季已经到 2790 亿了。一个季度多了 1600 亿。
9d agoview on X ↗media on X

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Read as

Long NVDA · High confidence

Confidence

High0.90

Counted from

Fri, Aug 28 · market close

Rank since this call

#323 → #173 · 7 scored days

#323

Aug 28

#322

Aug 29

#320

Aug 30

#166

Aug 31

#176

Sep 1

#112

Sep 2

#173

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 7 · counts fully until Sep 10 · fades out by Oct 8