$112k banked a day [Miser][Miser][Miser]
Read to bottom for my new target for earnings [Smart]
$NVIDIA Corp(NVDA)$ should be worth $1000+ in 3 weeks since $Tesla Motors(TSLA)$ is up 10% for earnings.
Most people didn't pay attention to what TSLA said about NVDA.
Here's 4 insane reasons no one focused on:
#1 $Tesla Motors(TSLA)$ , seen as an AI company, announced significant AI updates, which is positive for $NVIDIA Corp(NVDA)$ because Tesla uses NVIDIA's chips extensively.
#2 $Tesla Motors(TSLA)$ is doubling their AI training capacity, which means they'll need more $NVIDIA Corp(NVDA)$ chips for their AI compute platforms.
#3 $Tesla Motors(TSLA)$ 's growth in AI and robotics, like with Optimus Prime, points to a broader trend of AI integration in consumer products, driving demand for $NVIDIA Corp(NVDA)$ 's chips further.
#4 $Tesla Motors(TSLA)$ currently has 35,000 H100 GPUs installed and anticipate having around 85,000 by year-end, primarily for training purposes.
$NVIDIA Corp(NVDA)$ earnings target is $1200+ expecting a massive run-up then insane beat.
$NVIDIA Corp(NVDA)$ calls for June 2024 $950 stopped out on April 16.
Still extremely bullish on earnings. Click here for my new target for earnings
Comments
Nice paper account. I knew as soon as you said NVDA to hit $1000 next month [笑哭] [笑哭] [笑哭] [捂脸]
META bought 350,000 chips from NVDA so far and could get to 600,000 chips Guess how much 1 chip cost? Between $25,000 and $30,000 each for the H100 GPU
Great article, would you like to share it?