TSLA
Tesla
-- 273.130 NVDA
NVIDIA
-- 111.430 GME
GameStop
-- 22.090 PLTR
Palantir
-- 90.090 AMD
Advanced Micro Devices
-- 106.650 
素晴しいNvidiaの分析
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Kimihiko OP : I will post my summary later.
Kimihiko OP Kimihiko OP : It's amazing that they made up for the missing Blackwell sales with H100/200.
You can see the preparation for Blackwell in the inventory and COGS.
China's sales are growing, and H20 seems to have competitiveness.
It makes sense to replace the CPU-based assets held by the hyperscalers with GPUs.
Why were the CPUs installed until now? Were they profitable explicitly? It's good if they are profitable in the cloud.
Let's consider the already profitable advertising recommendation system and the ambitious digital gold separately.