mikeduensing

March 30 was the literal bottom

Elon on the importance of forgiveness.

$NVDA CALLED the 140 top and now this pattern played out perfectly as forecast from 6/29 share in Discord. Congrats longs. On our way up close to a retest of the top after another day of consolidation in my opinion. Join our discord.

$TSLA 220 in play by mid to end of July.

$MBLY I just bought more of the AUGUST $50 calls!!! Not financial advice of any kind!!!

$NVDA So it went over most ppl’s heads That’s a good thing this isn’t a joke this is the most advanced piece of technology any human has ever made to date Here’s a couple key points for wallstreet to help the algos out, Training large language models is something that $AMZN, $META, & others like $NOW need to worry about. Inference is what we all we be doing. They’re last set of Chips that I wrote about extensively - the Grace hopper Superchip was an amazing platform in and of itself. Blackwell is 30 times faster and stronger 🤯. Meaning before competition could even catch up to the last advancements of the H100, NVDA rolled over the competition with the GH200 which actually destroys all the CPU makers people don’t realize that while some talked about the competition eating NVDA’s lunch in GPU’s they went and ate everyone’s lunch in CPU’s but that’s a long story too. The point here is that Blackwell just set the competition back another decade. Another key point on this segment is that the CSP’s (cloud service providers) they CAN NOT BE WITHOUT BLACKWELL. This is very important…many missed it…it would take 38 billion seconds or 1000 yrs to train the LLM with former tech. We don’t have 1000 years period the end nothing to discuss this is the new BAR, it’s been set higher! So point there is no competition, and this is right out of the “Steve Jobs” era as he always suggested to cannibalize himself before any competitor could with innovation The other key here for wallstreet is the money! Blackwell will be pricey & it’s basically already sold out when u heard the customers who have signed on already is no joke it’s the biggest co’s in the world. So another chip that will be SIGNIFICANTLY MORE EXPENSIVE than the original H100 at 40k. But wait there’s more. They have fully explained better than any CONFERENCE CALL that they are now a software company. They are a full end to end suite of hardware & software. In fact each chip sold guarantees at the very least $4500 a year in RECURRING REVENUE at a software multiple that has a moat and barrier of entry now - and this is also key - it would take 40 to 50 billion just to replicate some of the labs & process NVDA has to maybe guess if u will create something to compete with NVDA = no VC writes a check to anyone to burn that money but I digress. The 4500 per year is pure margin & most importantly embeds CUDA as the go to software platform for developers Another 🔑 is the Robotics & AI platform. The speed to which this will accelerate manufacturing, transportation Al, surgical, & humanoid robotics is no longer a story of all the futuristic movies it is here now. This is another complete set & suite of hardware & software products with licensing, hardware sales & SAAS! Next is the virtual factories & twins of your business. Every single industrial company is holding meeting immediately to understand what they can do with NVDA & how fast they can get in the door because each one of the competitors that joins NVDA services their (And this is a key term for wallstreet) TOTAL COST OF OPERATIONS will go DOWN BY SPENDING MORE WITH NVDA! This is the secret sauce everyone missed! THIS IS THE CONNECTIVE TISSUE THRU EACH SEGMENT THAT IS THE TRUE DIFFERENTIATOR OF NVDA. I wish that would have been explained better but techies talk tech TCO TCO TCO I’m sinking this term in ur head because that is what u will hear a lot of on CNBC and financial media once they get it TCO for industrials is huge as NVDA displayed that almost instantaneously it figures out efficiencies & problems in a warehouse or factory. But the TCO to the CSP’s (cloud service providers - AMZN MSFT GOOGL ORCL etc) is everthyang. No matter what they spend I repeat no matter what they spend on NVDA chips and the 4500 per chip 👀 per year of recurring revenue - to the data center BUYER spending that CRAZY amount on the chips is still CHEAPER than running anything any competitor has CAUSE NOBODY HAS 1000 YEARS TO WAIT!