Jim Osman
@EdgeCGroup
Most investors follow markets. I find value in the change they misprice.
加入 August 2011
11.1K 正在关注 47K 粉丝
Nvidia just blew out earnings.
But the number I keep coming back to isn’t revenue.
It’s $279 billion.
That’s how much Nvidia has committed to future supply and capacity.
The AI boom is real. The bigger question is how far ahead Nvidia can commit before future demand becomes harder to see. $NVDA Chart @Barchart
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