$NVIDIA (NVDA.US)$ finally people are starting to talk the p...
$NVIDIA (NVDA.US)$finally people are starting to talk the people that listen to Zuckerberg yesterday where he said that capex is going to be up significantly higher than what was anticipated because we see enormous opportunity they were marking everything down including Nvidia but the facts are Nvidia is what everybody is going to be buying they're buying their gpus Microsoft is going to be making an announcement our capex is up significantly what does that mean Ring the cash register at Nvidia they're selling more gpus they're margins are not going to come under pressure from AMD from any Chinese company making chips they are the 800 lb gorilla in the room and they will remain the 800 pound gorilla in the room for many years to come on any weakness buy nvdia
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Thuurn : well the reason for meta falling so much is B's but yes the fact is everyone wants what only Nvidias got