Pierre Ferragu
@p_ferragu
Commenting on technology - no investment advice. Proud producer of
가입 April 2018
71 팔로잉 중 133.2K 팬
I love the smell of DRAM in the morning.
Nvidia hiked prices by 20% & guided down GMs by 2.5pts. Means HBM price up 50%; pass-through GMs >50%.
Implications 1) 2027 revenue expectations for memory are way too low; 2) Nvidia's pricing power is alive and kicking.
$NVDA $MU
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