The Kobeissi Letter
@KobeissiLetter
Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: support@thekobeissiletter.com
Joined June 2015
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Most people don't realize what just happened.
Nvidia just posted what we believe are the most impressive earnings in history, with market-wide implications.
This implies $670+ BILLION in revenue next year, up +2,390% from FY2023.
What's happening? Let us explain.
(a thread)
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