Good luck to Nvidia's competitors!
— tae kim (@firstadopter) March 4, 2026
Jensen: We secured our supply chain. Our balance sheet is strategic - "I got all the memories, I got all the wafers, I got all the CoWos, I got all the packaging, I got all the connectors, I got all the cables, copper to multi-layer ceramic…
Jensen is cooking so hard right now at the MS conference
— Midnight Capital LLC (@Midnight_Captl) March 4, 2026
"I got all the memory, all the wafers, all the connectors, all the materials, all the supplies, I have all of it"$NVDA pic.twitter.com/iqHpmtVPTG
