Nearly half of nvda revenue comes from just 4 buyers!!!

[mervyn]

My guess:

• Google
• Tesla
• Amazon
• Microsoft

no, they are

Dell
HP
Oracle
Lenovo

then SMCI.

 

[SunTrader]

IMHO META is almost certainly one of the 4

But what do I know, they only said they are on target to have 350,000 ai chips spending $18,000,000,000 to get there.

 

[mervyn]

IMHO META is almost certainly one of the 4

But what do I know, they only said they are on target to have 350,000 ai chips spending $18,000,000,000 to get there.

simple, nvda is cooking the books. a/r and a/p of these buyers capex numbers don’t match.

 

[SunTrader]

simple, nvda is cooking the books. a/r and a/p of these buyers capex numbers don’t match.

Glad you think so.

 

[mervyn]

Glad you think so.

my last trade on this name was in 2022 by put assignments at 165. i have not seen why they deserve 3 trillions mark now vs then.

 

[SunTrader]

my last trade on this name was in 2022 by put assignments at 165. i have not seen why they deserve 3 trillions mark now vs then.

Of course we all have opinions. Even still I prefer the markets opinion overall, including my own.