Jeff Farmer
11.9K posts

Jeff Farmer
@JeffW008
straightforward and simple. Married and have children and grandchildren.
Sumali Mart 2022
323 Sinusundan650 Mga Tagasunod

@mrwitrader @CNBC Custom silicon will so be their sunk costs, as they are too expensive or too inefficient.
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@CNBC The moat question is the right one. CUDA dominance is real but every hyperscaler is building custom silicon now. The next chapter for NVDA isn't about having the best chip — it's about keeping the ecosystem locked in.
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Column: Jensen Huang doesn’t need a new chip. He needs a new moat. cnbc.com/2026/03/19/col…
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@CNBC he got the new chips and the new moats, deeper than you can imagine... the only thing he needs now is the market maker to flip from short side to long side.
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@AndrewHiesinger Oil is heading to 80s soon. Then 70s, 60s, ... and lower
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@masuzafi She shouts out loud with no respect, Nobody like that kind of rude manner.
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what about questions on admin's H200 deal?
Michael Sobolik@michaelsobolik
Questions continue to mount about the administration’s TikTok deal...
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This is super unusual
Someone has been quietly buying MILLIONS worth of $NVDA call LEAPS all day

Cheddar Flow@CheddarFlow
Wow Someone just bought $9 MILLION worth of 200 strike $NVDA calls
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@CheddarFlow Expect over $100 billion revenue in next earning report...
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@AndrewHiesinger Oil is dropping like a rock, must be some great news...
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@unusual_whales I bet Taiwanese would agree if all citizens are allowed to vote for their leaders rather than politically dictated by one party ...
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@dee_bosa Chip competition is NOT heating up, any new chip by others are 2 generations behind Nvidia's new chips.
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Jensen Huang doesn't need a new chip. He needs a new moat.
Nvidia's most ambitious move from GTC was NemoClaw --a free, open-source AI agent platform designed to keep every company dependent on Nvidia's computing power, even as the chip competition heats up
Nvidia is becoming an operating system. The market is still pricing it as a chipmaker.
w/ @jaswu_

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@dee_bosa He has got new chips and new moats, he just need the market maker to flip into long side.
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@MikeBales Great! Hopefully illegals can no longer disfranchise tax paying citizens' voting rights.
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@_GlobeObserver @Rothbard1776 WTF? They have been seeking help since 1980s...
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