Nvidia Suppliers Send Mixed Signals for Delays on GB200 Systems – What It Means for NVDA Stock

For my last wish, I asked the genie to make sure there were no mosquitoes in the world

Light based computer chip, problem for Nvidia?

Google parent Alphabet plans $75 billion capital expenditures this yea. 29% more than Wall Street expected.

AMD Q4 2024 Earnings Discussion

The most used model on OpenRouter, by far, is Claude. It's also quite expensive relative to most other models. Do people not care about money? Or is Claude that good that it's worth the extra cost?

Meta's chief AI scientist says market reaction to DeepSeek was 'woefully unjustified.' Here's why. | TLDR: Most Server Capacity Is For Inference Not Training - Yann LeCun

NVDA DD: Data-Driven Evaluation

Anecdotal experience on why DeepSeek is good for NVDA

2/21 calls

Need for less compute or cheaper compute doesn't make NVDA less valuable - quite the opposite

Im bad at math but hang with me here. If you can now do 10,000x the computing for the same price as before, why would you cut spending? Wouldnt you do the opposite?

I can’t seem to sell the put that I bought

Nvidia’s Christmas Present: GB300 & B300 – Reasoning Inference, Amazon, Memory, Supply Chain

HOLY SHIT

Confident in AMD’s Future, But Curious About PE Ratio vs. Growth Justification

François Chollet, creator of the ARC-AGI benchmark, says ‘the world is going to run out of GPUs again.’ This follows today’s announcement that OpenAI’s O3 model has achieved 87% on ARC-AGI. Today, history was made, and it will be driven by GPUs more than ever.

How should my girlfriend (24F) and I (28M) split costs for a condo I own?

I'm going all in on Nvidia.

Apple and Nvidia Collaboration!

Reddit's Top Stocks of 2024 (NVDA is #3)

Saw someone said they bought calls that were deep ITM already and i have a couple questions about it

Some reflections on NVDA while we wait patiently

What is the implication of the Google’s quantum chip on Nvidia?

What do people mean with “dont try to time the market”?. Im pretty new, and in my opinion it sounds smart to wait for it to dip and then buy?