Rihard Jarc
@RihardJarc
Researching and investing in tech (AI, cloud, semiconductors, platforms). Building UncoverAlpha. DMs open. Tweets are only opinions.
가입 January 2016
2.8K 팔로잉 중 82K 팬
$NVDA has been extremely aggressive lately, both in helping/saving the Neoclouds and in AI model development.
They report earnings in a few days; it will be interesting to see if there are any cracks in the gross margin that are driving these aggressive moves.
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