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A
I’d also add that the stocks are not actually pricing in the crazy growth projections and capex announcements. I think most investors...
Oct 20, 2025
F
The trend for recognized sales is pretty sobering:
Shifting the focus to High-NA further exacerbates this, as they are expected to...
Oct 20, 2025
D
Yes. But he would be murdered if he really owned $350B gold.
Oct 20, 2025
E
I wonder what the real story is. Did Nvidia's marketshare in China really drop to zero, or are Chinese buyers still using Nvidia...
Oct 20, 2025
S
That sounds reasonable. Once you pull the rug out from under someone as the US did China, they tend to not step on the rug anymore. The...
Oct 20, 2025
S
I think this is more of a concern for Perplexity than it is for OpenAI.
ChatGPT has become synonymous with AI in the same way Google...
Oct 20, 2025
S
I think that this only demonstrates that a lot of OpenAI competitors once they build their own better solutions, will be able to...
Oct 20, 2025
That sounds reasonable. Once you pull the rug out from under someone as the US did China, they tend to not step on the rug anymore. The...
Oct 20, 2025
F
On Oct/15 earning call, CFO was saying otherwise (in Q&A session). In gross margin%, DUV (immersion machine) is higher than EUV.
Oct 20, 2025
C
Google had some very competent completion as well. I think the chart above shows more than anything how much distribution matters more...
Oct 20, 2025
I use ChatGPT, Grok, and Gemini everyday. Personally I think Grok does a better job at analyzing specific content (Patents, whitepapers...
Oct 20, 2025
I know Jensen spent time with the CCP over the last year. Nvidia even made a chip specifically for China. I wonder what happened? Could...
Oct 20, 2025
B
I think this statement is premature.
Google dominated search, both in terms of mindshare, business, and most importantly, technology...
Oct 20, 2025
B
Basically anyone who speaks English as a second language is finding AI critical for business and interaction with the English speaking...
Oct 20, 2025
B
But you shouldn't need a subscription to be able to do that, do you?
Oct 20, 2025
Like.
I’d also add that the stocks are not actually pricing in the crazy growth projections and capex announcements. I think most investors...
Daniel Nenni replied to the thread Jensen says Nvidia’s China AI GPU market share has plummeted from 95% to 0%.That sounds reasonable. Once you pull the rug out from under someone as the US did China, they tend to not step on the rug anymore. The...