JT(@lokoyacap ):You can love or hate the $nvda deals, up to you. But what's clear is they have mostly shifted in recent months away from simple 'ecosystem support' towards hard supply agreements. By doing so, he's literally telling you 1) that the shortages are getting worse (hence, him doing more of these deals) and 2) specifically where the various shortages are most severe. I don't think he could be any more transparent as to what is going on.

@lokoyacap

I invest in Global Technology across sectors and geographies.

Joined March 2021

1.2K Following 4.5K Followers

JT@lokoyacap

2026.05.06 15:07

You can love or hate the $nvda deals, up to you. But what's clear is they have mostly shifted in recent months away from simple 'ecosystem support' towards hard supply agreements. By doing so, he's literally telling you 1) that the shortages are getting worse (hence, him doing more of these deals) and 2) specifically where the various shortages are most severe. I don't think he could be any more transparent as to what is going on.