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Adam Kobeissi
@TKL_Adam
Founder of @KobeissiLetter.
가입 December 2018
2 팔로잉 중    76.3K 팬
The growth of AI is being vastly underestimated. At its core, Nvidia's earnings report confirmed that AI is not just growing. It's accelerating. The company now sees its next-year sales growth surging to +70%, crushing already high expectations This implies $673 billion in revenue next year. Nvidia's growth has market-wide implications, and somehow, it still seems early. Read our full analysis below.
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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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