$NVIDIA (NVDA.US)$ 109-108 next stop
$NVIDIA (NVDA.US)$ 109-108 next stop
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36 yrs in the trenches, raised 100mil for start ups, syndicate ipo's, yrs on trading desk mkt maker.
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Too : Nah. Touch the bottom 90.
LittleSoldier : What a wonderful time to buy a shit load more that will be!
10baggerbamm OP LittleSoldier : you're not going to see any potential for a breakout until you get confirmation of Blackwell shipping. initially it was supposed to be 12 to 15 billion in Q4 now it's just a couple billion so the amount of shipments for Blackwell has already been reduced and that's in Jensen's own words from two quarters ago what the expectations were for shipments most recently his words were a couple billion... so I don't see all time highs until q1 where you get the financials reported and how well Blackwell is selling and in the meantime you have another company that TSM building for called etched and they have tens of millions of orders right now and they're going right after Nvidia. and the CEO said we will do very well if Blackwell is delayed