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> Invest in things you know intimately folks. Was there really anything "intimate" about the knowledge you possessed? You were on the other side of a large ma
by akira2501 2y ago
> Invest in things you know intimately folks.
Was there really anything "intimate" about the knowledge you possessed? You were on the other side of a large market with apparent high demand and a supply chain that can most easily be described as "extremely monopolized."
> when redditors we're posting that "Nvidia is the best shorting opportunity" without any of the knowledge of the market.
It looks to me like it was done with real knowledge of the overall market outside of single pallet moves and understanding of the risky position Nvidia put themselves into to capitalize on this. The bet either paid off completely or it severely tanked the company while crippling their consumer product division.
Nvidia took a top heavy position and bet the farm that TSMC could and would keep up with their demand. Was that the bet you understood yourself to be taking when investing in them?
- AnotherGoodName 2y agoThe 40k h100s have ballpark comparable transistor counts to their 1k gaming gpus. I didn't see concerns with production. The gains came from the massive margin increase. They never needed to massively increase production from tsmc. They just needed to go from 5% to 75% margin on the cards they sell which is exactly what they did. https://www.reddit.com/r/wallstreetbets/comments/14zhy7f/comment/jry1sfb/ https://www.reddit.com/r/wallstreetbets/comments/14zhy7f/com...