NVDA
NVIDIA
-- 110.570 AVGO
Broadcom
-- 179.450 TSLA
Tesla
-- 263.450 PLTR
Palantir
-- 80.460 MRVL
Marvell Technology
-- 72.280 
$Dell Technologies (DELL.US)$ (grew its AI server backlog by...
$Dell Technologies (DELL.US)$ (grew its AI server backlog by $700M Q/Q to $4.5B and says its 5-quarter AI deal pipeline grew over 50% Q/Q, but also guided FQ4 sales below consensus) says there's been a "shift in demand in AI to Blackwell," particularly $NVIDIA (NVDA.US)$ 's GB200.
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10baggerbamm : when you have an evolutionary shift in technology it's difficult for products to roll out on a timely basis because it's not only dependent upon key pieces but also the demand by consumers and that takes time to swell and build to the point where someone says I have to have it. so because Nvidia pushed off Blackwell for a month and a half the whole consumption chain the entire product cycle for every company gets pushed forwards.