good news

所有跟帖： 

• 三心你发过NVDA的财报预计？华尔街期待多少？感觉NVDA前瞻肯定好，供不应求，就是不知道这个季度怎么样 -BrightLine- ♂ (0 bytes) () 02/17/2025 postreply 21:39:06

• 不一定，Blackwell 还没有量产吧。 -三心三意- ♂ (156 bytes) () 02/17/2025 postreply 21:44:23

• Not sure where you got such impression? -tutututu- ♂ (771 bytes) () 02/17/2025 postreply 21:54:40

• I dont think you understand how biz runs, lol -三心三意- ♂ (0 bytes) () 02/17/2025 postreply 22:02:09

• We are talking about GB200 here -三心三意- ♂ (0 bytes) () 02/17/2025 postreply 22:03:05

• SMCI 用词是”Ramp up“，鸿海用词”production set to begin" -三心三意- ♂ (166 bytes) () 02/17/2025 postreply 22:14:01

• Right now, if NVDA is cautious, street will forgive them -三心三意- ♂ (84 bytes) () 02/17/2025 postreply 21:45:16

• Just be patient -三心三意- ♂ (0 bytes) () 02/17/2025 postreply 21:46:41