Impact of DS to NVDA

Big guyes will likely rebalance funding btw hardware and algorithm, allocate a bit more resource on the latter. NVDA growth projectory is likely to be adjusted in short/mid term.

Shorted N this monring.

D....p Sh....t :-)

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It's right at 200MA -喝高了- 给 喝高了 发送悄悄话 喝高了 的博客首页 (52 bytes) () 01/27/2025 postreply 08:57:13

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