Roberta Motley
12-16 15:13

$NVDA  Reminder from Q3 earnings call - 'insane' demand. Demand to exceed supply multiple qtrs. Customers can't get enough. They lowballed Q3 estimates, beat handlily. For Q4 also lowballed. BRCM showed AI demand is very strong. CES 2025 coming up, Jensen keynote...so many catalysts for 2025.

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