@amitisinvesting / appears on threadguy, threadguy, tweets, threadguy, threadguy, tweets, threadguy, threadguy, tweets, threadguy, threadguy, tweets, threadguy, threadguy, threadguy, threadguy, threadguy, tweets, threadguy, threadguy, threadguy, threadguy, tweets, threadguy, tweets, threadguy, tweets, threadguy, threadguy, tweets, threadguy, threadguy, threadguy, threadguy, tweets, threadguy, tweets, threadguy, threadguy, tweets
No settled calls yet — credibility updates as call horizons resolve.
this also shifts from a one-time GPU sale to a recurring, usage-based revenue stream…which just creates many more longer-term monetization opportunities.
many of these neoclouds are struggling to finance large GPU deployments, even after securing long-term compute demand. So…Nvidia is going to help them out and share in the upside.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
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