Crawling Puncture

Got very bullish $ORCL after the $CRWV shit show and $AKAM print. AI native clouds are supply side businesses. Inference is demand side and lives where workloads already run. Akamai already sits in the path with global distribution and massive enterprise traffic. Turning on inference is a toggle. Same with Oracle. The market is overvaluing GPU access and undervaluing embedded infrastructure. Enterprises won’t be moved to CoreWeave in masses. It will be turned on where it already exists, adding another line item to a subscription.

$NVDA CEO: NVIDIA MARKET CAP IN 3 to 5 YEARS IS GOING TO BE VERY MUCH HIGHER THAN TODAY. THEY CAN’T STOP US

$NVDA 在过去几次财报几乎都没有上涨甚至大跌。 但是这只是历史经验，上次 $GOOG 的财报也是几次高开大跌，但是最近一次却成功大涨了。