TSLA
Tesla
-- 454.130 NVDA
NVIDIA
-- 139.930 RGTI
Rigetti Computing
-- 15.4400 LAES
SEALSQ Corp
-- 8.760 PLTR
Palantir
-- 82.140 
$Applied Digital (APLD.US)$ Didn’t Jensen say that we are al...
$Applied Digital (APLD.US)$ Didn’t Jensen say that we are all modernizing data centers and the old ones were built not for AI and HPC purpose? Very bullish on this $NVIDIA (NVDA.US)$ holding
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JonSnow : Microsoft will get the main share and IBM
73372627 : They was right. The old data centers and the networks are now will be soon a big mass of disposable. Very few datacenter now are prepared for 800G and dual 400G. For this reason they get Axios and build a new manufacture in Mexico.
Very nice report, over my expectations. Now we will see how the reaction will be.