@augusteprompt@bubbleboi@zephyr_z9
It is not simply “Feynman 2028” vs “Feynman delayed to 2029.”
The real question is:
Which packaging architecture lets Nvidia scale beyond CoWoS limits first: TSMC CoWoS/SoIC/CoPoS, Intel EMIB-T, or some hybrid path?
@jbulltard1 Been holding this for a while, but I know some people who bought EOD Friday when it was down on extremely heavy volume which was due to index rebalancing assuming it would bounce. It bounced and then some today lol.