$NVIDIA (NVDA.US)$ Jensen said in GTC, $1 trillion in data center revenue by 2028, data center revenue FY2024 was $47.5 billion. That would be 21 times more!
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$NVIDIA (NVDA.US)$Blackwell Ultra , Vera Rubin , Vera Rubin Ultra. All upcoming new products!
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$Intel (INTC.US)$ Even if Intel get a new Chinese guy CEO, from Malaysia and studied in Singapore, High flyer CEO to lead it, i doubt they can change its fate hahaha, which is downhill,,
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$Super Micro Computer (SMCI.US)$ Is SMCI really a good investment? or is Nvidia diverting some of the business to Dell? how will it impact SMCI's next few Quarters of numbers?
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$Micron Technology (MU.US)$ Earnings report should be good, with all the AI investment! too simple
$Adobe (ADBE.US)$ Adobe subscription is too expensive, and Gen AI, can easily replace many parts of the softwares. AI is changing the whole story
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$Super Micro Computer (SMCI.US)$ where are the insane people who think this will rise to 100? hahahaha![]()
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$Super Micro Computer (SMCI.US)$ almost 50% DOWN! disaster stock! haha where are all the positivity $100?
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$Super Micro Computer (SMCI.US)$ disaster stock hahaha
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