Feb. 17 at 9:30 PM
$NVDA $META $AMZN $MSFT $NOW
Well now... that release that this NVDA/META connectivity expansion will involve "millions of GPUs" is quite a kick in the face for the naysayers, huh!! Delightful!! As I suggested again earlier, time for the 13F longs to say, "F these quantard trading firms shorting NVDA and these hyperscale clients of theirs. Let's bury the f'ers!"
Easy for me to expect the stock runs hard up into their conference call in a week, and, now that Jensen is pissed off, not only a handsome beat on revs/eps, but a darling guidance raise to begin reflecting what is happening with NVL72 Blackwell 300s and, within a few weeks likely and some 6+ months ahead of schedule, rolling out the new Ruben platform (which jensen said was "already in full production" a few weeks ago.
