tae kim

@HedgeyeComm Nvidia

Big Nvidia DGX Spark price hike at Micro Center. It was $4,500 last month. https://t.co/U1K4el1RL9

“I expect Nvidia to sell twice as many chips this next year as we do this year” - Jensen https://t.co/JtxhBTmpgJ

Jensen Huang on the 'Irresponsible' AI Doomers, RSI, and Dario's Essay https://t.co/g8SPzzHARi

Jensen: “the scientific prediction about the future is less fine because it’s not grounded on science” “I take issue with that” https://t.co/pxaVfuBXoy

Narrator: Nvidia blew out numbers on the NVL72 product super cycle and posted revenue growth acceleration for four consecutive quarters. Tae Kim in October 2025: "In just over two years, Nvidia has increased its quarterly data center revenue tenfold. As impressive as this is, the company will likely experience its best product cycle ever over the next few quarters, comparable to the iPhone launch."

Narrator: Nvidia guided to more than 70% revenue growth next year blowing away Wall Street estimates, having locked up wafer and HBM memory supply and just posted 117% data center revenue growth. The "rumor" from earlier this year is hogwash. https://t.co/iVwO3QmBVl

King Slide, an Nvidia AI server rail supplier, posted revenue growth of 344% year-over-year for August. AI bears weep. https://t.co/RRv5bsXNj3 https://t.co/DWM6Ys5oTq

Let's nip this in the bud. It's 100,000 GPUs not NVL72 servers. 1 million GPU/TPU training clusters are still in the future https://t.co/33mw0pJlGp

Nvidia AI server maker. Giddyap Foxconn (9/5/2026): "In the third quarter, as Al demand continues to grow, and ICT products also enter the peak season of the second half of the year, operations are expected to gradually gain momentum. Currently, the Company's visibility for the third quarter has improved compared to the previous month, with overall performance expected to outperform market expectations"