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Wandering Existence
Good Work
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Comments by "Wandering Existence" (@WanderingExistence) on "Good Work" channel.
How?
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How are supercomputers a scam?
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It's a green eye of envy, which Nvidias name is based on the Latin for the word Envy or 'invidia'. It's because they new people would envy their products.
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Do you not get how advanced tsmc is? Let me guess, you know nothing about the semi industry?
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You guys don't get the stock at all @williamvitorv
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@Ottobon You are smarter than most the people here, congrats. Be even smarter and become the investing type.
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So what? It's like people don't understand volatility.
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@redsox258 It's overblown because it was largely based on American infrastructure investment. Did you hear Microsoft and Metas larger plan for 80b and 60b have data center spend, respectively.
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@redsox258 Basically, yes
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@redsox258 Very experienced, at least enough to listen to the conference call directives of hyperscalers that say they're still investing 40-80b each into data centers through this calendar year. Nvidia has the capacity to collect 25-30percent of that. Are you experienced enough to listen to the consumers of the product to figure out if there's a reasonable revenue stream? Yeah, I didn't think so. You don't realize DS piggybacked off of the capital expenditures of US companies, innovation for better models will still necessitate new/ more chips.
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@redsox258 Ummm, thats cute. Tell me how much Microsoft is going to spend on data centers this year?
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@redsox258 How much is Meta spending this year on data centers?
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How so? I don't think you get the industry.
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