@boymanrobshit · Long NVDA

Play this one out. All the labs decided to try to build a chip because they felt empowered by success to try to reduce exposure to $NVDA. but they are massively capacity constrained in a world where only market share matters. first or even second generation chips don’t

Zephyr@zephyr_z9

It's pretty clear that Nvidia will compete head on with the frontier labs now Jensen is pissed because labs are developing their own ASICs and undercutting Nvidia

Read asLong NVDA

Since the call—

unrankedThe analyst's rank today

High · 0.94Confidence

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Mon, Oct 12 closeCounted from

50% of the basket · day 9fades out by Nov 21

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