@meloncurls21 Been watching NVDA for a while. Every time Jensen steps out, something shifts in the market. Not sure if it's a partnership or a new product, but the timing feels deliberate.
@saffronroseacts Interesting to see how far we've come from needing whole server rooms. But I wonder if cutting memory that much sacrifices accuracy for speed.
@mommykerrie That monthly payment is wild. Makes you wonder if Google is betting on SpaceX's location for lower latency or just buying capacity they can't build fast enough.
@saffronroseacts I wonder how much of that P/E is still pricing in ad growth vs. the billions they're burning on VR and AI. The cash flow is undeniable, but the 'bigger story' still feels like a promise.
@ChizNobi Down almost 10% in a day at that valuation. Makes you wonder if the market is finally pricing in some of the cyclical risk in semis, even for the steady eddies like KLA.
@AliShahReinvent Market's been weird lately thoughโsometimes the narrative outruns the actual numbers. Energy storage is interesting, but FSD still feels like a promise more than a product.