@mspacey4415.bsky.social
seems the "inference bad for Nvidia $NVDA" bear case is dead
as is the "more efficient model killing demand" bear case, as demonstrated by Deepseek
China business already dead. Supply chain issues? temporary
what are remaining bear case?
as is the "more efficient model killing demand" bear case, as demonstrated by Deepseek
China business already dead. Supply chain issues? temporary
what are remaining bear case?
May 30, 2025 at 8:09 PM
seems the "inference bad for Nvidia $NVDA" bear case is dead
as is the "more efficient model killing demand" bear case, as demonstrated by Deepseek
China business already dead. Supply chain issues? temporary
what are remaining bear case?
as is the "more efficient model killing demand" bear case, as demonstrated by Deepseek
China business already dead. Supply chain issues? temporary
what are remaining bear case?
"The president has a plan. He has a vision and I trust him"
- Jensen Huang.
look I know he has to say that. but lol .
$NVDA
- Jensen Huang.
look I know he has to say that. but lol .
$NVDA
May 29, 2025 at 9:31 PM
"The president has a plan. He has a vision and I trust him"
- Jensen Huang.
look I know he has to say that. but lol .
$NVDA
- Jensen Huang.
look I know he has to say that. but lol .
$NVDA