$NVIDIA Corp(NVDA)$ The B200 “

The B200 “reduces cost and energy consumption by up to 25x” over an H100. I don’t care what AMD, Amazon, or Google built. In the end energy consumption is EVERYTHING ! Nvidia has secured all the HBM in the world, made my Samsung, HK Hynix and Micron. I won’t make prediction’s on the stock price, but according to SK Hynix they are almost sold out of all HBM memory in 2025! Open your eyes - you are about to see I the biggest changes the world has ever seen in the next few years. Just like you could not predict Uber without knowledge of the smartphone no-one is going to get their head around the massive changes coming from the dawn of neural networks. I own heavy amounts of NVDA, TSM, ASML, and MU. I am quite sure I don’t own enough of any of these stocks. If you are not using LLM’s to do your work now, you better start, or you will be without a job. Hold onto your picnic basket Dorothy Kansas is about to go away.

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Comments

doozii
05-22
doozii
It will be interesting to see how these stocks perform in the coming years.
frosti
05-22
frosti
The HBM memory shortage prediction is also mind-blowing.

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I don’t care what AMD, Amazon, or Google built. In the end energy consumption is EVERYTHING ! Nvidia has secured all the HBM in the world, made my Samsung, HK Hynix and Micron. I won’t make prediction’s on the stock price, but according to SK Hynix they are almost sold out of all HBM memory in 2025! Open your eyes - you are about to see I the biggest changes the world has ever seen in the next few years. Just like you could not predict Uber without knowledge of the smartphone no-one is going to get their head around the massive changes coming from the dawn of neural networks. I own heavy amounts of NVDA, TSM, ASML, and MU. I am quite sure I don’t own enough of any of these stocks. If you are not using LLM’s to do your work now, you better start, or you will be without a job. Hold onto your picnic basket Dorothy Kansas is about to go away.</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <v-v data-views=\"1\"></v-v> <img src=\"https://community-static.tradeup.com/news/23b6df4b71f026d44e34ef6498417ec4\" tg-width=\"504\" tg-height=\"366\">The B200 “reduces cost and energy consumption by up to 25x” over an H100. I don’t care what AMD, Amazon, or Google built. In the end energy consumption is EVERYTHING ! Nvidia has secured all the HBM in the world, made my Samsung, HK Hynix and Micron. I won’t make prediction’s on the stock price, but according to SK Hynix they are almost sold out of all HBM memory in 2025! Open your eyes - you are about to see I the biggest changes the world has ever seen in the next few years. Just like you could not predict Uber without knowledge of the smartphone no-one is going to get their head around the massive changes coming from the dawn of neural networks. I own heavy amounts of NVDA, TSM, ASML, and MU. I am quite sure I don’t own enough of any of these stocks. If you are not using LLM’s to do your work now, you better start, or you will be without a job. Hold onto your picnic basket Dorothy Kansas is about to go away.</body></html>","text":"$NVIDIA Corp(NVDA)$ The B200 “reduces cost and energy consumption by up to 25x” over an H100. I don’t care what AMD, Amazon, or Google built. In the end energy consumption is EVERYTHING ! Nvidia has secured all the HBM in the world, made my Samsung, HK Hynix and Micron. I won’t make prediction’s on the stock price, but according to SK Hynix they are almost sold out of all HBM memory in 2025! Open your eyes - you are about to see I the biggest changes the world has ever seen in the next few years. 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