Shahmazan : hope 33-34 today open market

One step closer OP Shahmazan : when back to 60....

Shahmazan One step closer OP : to 60 very hard with issue tariff. get 45 already blessing know. other stock related AI show green know

Annoynimous : their liquid cooling design for Nvidia servers still got potential. The tariffs are affecting China sales channel

pittuArya OP : and Meta too....get ready for a squeez

ALL IN or DONT IN : already squeezed happen for others but just not this trash… they have high inventory of old model which r not selling

pittuArya OP : what makes you think I dont

pittuArya OP : the delta going to next quater is going to surprise us

pittuArya OP : With the compute density of Blackwell, what used to require half a million cubic feet of data center space can now be handled by just a few high-performance racks. It’s not just an upgrade  it’s a complete compression of infrastructure to save rent, power comsumptiin, maintenance.

pittuArya : just multiply what was guided minus 29 April update revenue by 1.5 as blackwell servers are 50% expensive. you never know we can see 45 on 7th itself.

pittuArya : may be 29th April update was to trap all bears for once and all.