Gene Stilwell
11-15

$NVIDIA Corp(NVDA)$ Nvidia has reportedly already reserved more than half of $Taiwan Semiconductor Manufacturing(TSM)$ TSMC's CoWoS capacity for next year as it plans to quickly ramp Blackwell. Oh my freaking God.. that was HALF!

I'm going to have a very thankful Thanksgiving this year after NVDA earnings!!🙏🙏🙏

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