/u/dontkry4me's posts

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ARM and Qualcomm could be trillion-dollar companies by 2030, while Intel's only chance is to become a TSMC-style foundry on U.S. soil.

132 upvotes • r/wallstreetbets

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Why the rumored delay of NVIDIA's Blackwell GPUs is unlikely to be a deal killer.

50 upvotes • r/NVDA_Stock

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Are NVIDIA's AI chips still "so good that even when the competitor’s chips are free, it’s not cheap enough", as Jensen Huang said in March?

44 upvotes • r/NVDA_Stock

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Are NVIDIA's AI chips still "so good that even when the competitor’s chips are free, it’s not cheap enough", as Jensen Huang said in March?

23 upvotes • r/nvidia

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Palantir after earnings

21 upvotes • r/wallstreetbets

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NVIDIA’s Blackwell delayed due to design flaws? Just regarded rumors or is there some truth to it?

13 upvotes • r/wallstreetbets

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AppLovin: why I bought calls ahead of earnings

8 upvotes • r/wallstreetbets

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Why Google's TPUs Are No Match For NVIDIA's GPUs

1 upvotes • r/nvidia

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Title	Upvotes	Subreddit	Mark as read	Favorited	Rating	Add to a list
ARM and Qualcomm could be trillion-dollar companies by 2030, while Intel's only chance is to become a TSMC-style foundry on U.S. soil.	132	wallstreetbets
Why the rumored delay of NVIDIA's Blackwell GPUs is unlikely to be a deal killer.	50	NVDA_Stock
Are NVIDIA's AI chips still "so good that even when the competitor’s chips are free, it’s not cheap enough", as Jensen Huang said in March?	44	NVDA_Stock
Are NVIDIA's AI chips still "so good that even when the competitor’s chips are free, it’s not cheap enough", as Jensen Huang said in March?	23	nvidia
Palantir after earnings	21	wallstreetbets
NVIDIA’s Blackwell delayed due to design flaws? Just regarded rumors or is there some truth to it?	13	wallstreetbets
AppLovin: why I bought calls ahead of earnings	8	wallstreetbets
Why Google's TPUs Are No Match For NVIDIA's GPUs	1	nvidia