PageDickens
05-22

$NVIDIA Corp(NVDA)$

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. 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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