A summary of my due diligence on Nvidia

@Mojo_flyin @Jukanlosreve Was a take on the TSMC Intel situation saying TSMC is giving Intel their tech if I’m not mistaken

@Ayman99310393 @StockMKTNewz Weird how they are dually advertising the event

@Ayman99310393 @StockMKTNewz Is it though?

@YouJiacheng Lmfao

@EvolianK @TaylorOgan Good point

RT @chsmrrll: New Tranium 2 chips should be excellent for programmability, making it easy to write high performance kernels for new archite…

@jrouldz @jtsla4

@bashgooo Lmao I was being sarcastic

@YouJiacheng Could this be due to updates that throttle performance due to safety constraints, which are then later smoothed out?

@YouJiacheng @teortaxesTex Yup lol

@adrockdude Ad says B200 HGX is shipping, email says only B200 DGX is shipping. May seem small to some but it’s an important detail. He brought up GB200 because of question I asked in an earlier email

@Brucebb2018 Saying they’re shipping helped the stock rally almost 40%

@HarrieScarlet @kakashiii111 What’s more important is it’s another instance of false promises and misleading advertising that has become a theme for Nvidia and verges on securities fraud

@blhodder Excellent takes and impressive you distilled them so clearly in early December. All proved to be accurate

@Psibirskiy Im highlighting the greatest risks they pose, not their main purpose

@YouJiacheng @TaylorOgan I agree. Just prefer to see honesty over propaganda on both sides

@merovingian_man I agree

Basically Dylan charted AWS spot pricing for H100 rentals to say that Deepseek sparked Jevons Paradox, but it was misleading. He drew attention to a regional surge from $2/hr to $10/hr, which was just a prohibitive bid to show there is no availability. He said “H100 pricing soaring-Jevon’s Paradox in Action” “H100 prices exploded after the introduction of V3, as GPUs are starting to be monetized at much higher rates.” And I accused him of hyping people up based on essentially fake data. Prices have been stable and gone up a tiny amount. The trend also began when the US probed NVDA, SMCI, and DELL into how GPUs ended up in China, not when V3 was dropped

@romil8jain Best post I've seen in a while