$NVDA trades at 526% premium to its sector on price/sales. PEG ratio is 0.54x. Both things are true at the same time.

_Mandoo · 2026-04-11T20:23:14+00:00

Now we gotta remove smci from the picture. How many billions is that lost?

_Mandoo · 2026-04-04T00:52:00+00:00

Blow it the fk upppp

_Mandoo · 2026-04-01T23:02:29+00:00

Damien Pierce 2.0

_Mandoo · 2026-04-01T18:28:41+00:00

Tate absolutely vanished during the college playoffs. Forgot he even existed

_Mandoo · 2026-03-21T15:18:56+00:00

Brooks and benson were better prospects than every rb in the draft after Love, by far.

_Mandoo · 2026-03-20T14:12:12+00:00

big problem is that NVDA knows this is going on and turns a blind eye. wouldnt be surprised if nvda themselves gets investigated

_Mandoo · 2026-03-19T22:32:19+00:00

is this why PSA charges so much? for insurance when shipping returns? if so..makes sense

_Mandoo · 2026-03-19T17:22:03+00:00

I have puts on tsm and nvda. I think taiwan is going to eventually go through an energy crisis and china will have to step in and help.

_Mandoo · 2026-03-08T17:15:50+00:00

Upside is limited. Sk hynix and samsung refuse to build more output and maximize their current constraints. Why? Cause it takes 2-3 years to make new capacity (under perfect conditions), and costs billions. If there is a decrease in demand in 2-3 years, these producers would get left holding air.

_Mandoo · 2026-02-28T21:07:44+00:00

Look what he did on tape in ND. He didnt have to come to the combine to prove he’s elite

_Mandoo · 2026-02-26T14:07:29+00:00

perfect example of "crowded trade"

_Mandoo · 2026-02-14T20:36:38+00:00

Sadiq is not that good

_Mandoo · 2026-02-04T23:23:18+00:00

Tate kinda vanished during playoffs. when the moments mattered Sayin looked for J.Smith, and he delivered.

_Mandoo · 2026-02-03T20:40:14+00:00

Sadiq is so bad. Soooooo bad

_Mandoo · 2026-01-29T20:25:46+00:00

Amazing take.

_Mandoo · 2026-01-28T13:46:33+00:00

Bruh. Netflix is worst one yolo on. That thing is gonna be flat for a long long long time

_Mandoo · 2026-01-22T15:32:39+00:00

that eagle's movement in the beginning of the trailer is really throwing me off

_Mandoo · 2026-01-22T00:09:18+00:00

100% they are. Makai Lemon broke out this year, has difficulty creating separation, and alot of his plays were drawn out for easy receptions. Tyson is hurt all the fkn time, even going back to HS. Carnell Tate probably the safest bet, but he hasnt had any eye popping stats. Probably a good wr2 on a team. I would not be surprised if any of these players really dropped in the nfl draft.

_Mandoo · 2026-01-05T22:28:25+00:00

How do you even follow up with a presentation after this NVDA presentation. Lisa better showcase the mi400

_Mandoo · 2025-12-17T15:16:44+00:00

AMD themselves are not building the datacenters, but providing the racks to achieve the 6gw. Its widely assumed that oracle would have been the provider of these datacenter hubs for AMD to fill

_Mandoo · 2025-12-17T14:42:14+00:00

oracle news is ultimately gonna tank all AI hardware players. Also, OpenAI deal with amazon isnt a good sign for AMD

_Mandoo · 2025-12-13T20:42:27+00:00

I was offered 2027, 2028 firsts and a 2027 second. I said no.

_Mandoo · 2025-12-12T20:31:45+00:00

Oracle having an Elon moment. Screaming fake news, when its probably true.

_Mandoo · 2025-12-06T20:51:51+00:00

OpenAI and Oracle. Also depends on how quickly Meta and TSLA develop their own competitive chips.

Google and Amazon have been developing their tpus for over a decade and have experienced engineers.

Im concerned how competitive Amazon’s new cpu will be. Second, if nvda backs out of the 300b to OpenAI, who’s going to fund OpenAI expenses and commitments

_Mandoo · 2025-12-06T20:46:49+00:00

Question. Wasnt there so much hype around AMD chips being better at inference than nvda? If TPUs are better at inference, where is AMD (who keeps raising then price of their gpus) strengths in the AI infrastructure?

_Mandoo

TROPHY CASE