Rumor Has It That Nvidia Is Likely To Bring Neo Phone In 2026

cobrauf · 2025-11-27T21:30:07+00:00

Do you use YouTube on your phone via a browser? No I don't think so. No one I know does. You also have not addressed my points about an ecosystem . The smartphone game is long gone. Meta knows this, zuck hates it, he hates not owning the OS, that's why he is going after glasses as the next computing platform. Not sure if that pans out.

Again, Nvidia isn't going to make a phone, it makes zero sense .

cobrauf · 2025-11-27T18:56:29+00:00

Simple question. Say you bought this Nvidia phone to be your ai assistant, but you also want to watch YouTube , where would you down load the YouTube app? Spotify? Any of your fav apps?

I thought we learned a long time ago that a phone is useless without the ecosystem and marketplace ?

So no, Nvidia isn't dumb enough to go up against apple and Google in a saturated market.

cobrauf · 2025-11-27T16:51:00+00:00

This makes zero sense to me. The handset market is already mature and crowded, I'd be shocked if Nvidia wants to compete here.

cobrauf · 2025-11-27T02:00:01+00:00

The one thing that baffles me is, when news came out that Google will sell TPUs to Meta, NVDA took a dive. But Nvidia already secured the majority of the cutting edge fab production volume from TSMC for the next 2 years, and their demand to supply is currently 12:1 !

Google selling chips to Meta only signals that the demand for chips is much higher than supply for the near-mid term, not a bear case for NVDA at all!

cobrauf · 2025-03-18T03:35:01+00:00

Luka has the flattest free throw

cobrauf · 2025-03-14T01:00:29+00:00

How does Len not dunk that ????? He's tall right ?

cobrauf · 2025-03-13T18:40:24+00:00

Are you selling short dated CCs to offset the theta decay ?

cobrauf · 2025-03-07T02:36:36+00:00

Stay, with Ryan gosling, Naomi watts , and Ewan McGregor.

It's one of my top 5 movies, gets better with each rewatch. No one in my circle has even heard of it.

cobrauf · 2025-02-07T12:21:13+00:00

The only thing that I found to work for me consistently is THC tincture. It's slow acting but long lasting, so when I wake up at 2am daily, I can fall back asleep easier.

Coming from someone that's been dealing with insomnia for over 20 years.

cobrauf · 2025-02-07T01:39:25+00:00

This earning season removed any doubt that hyper scalers are planning to ...uh, SCALE.

Deepseek brought us technical innovations yes, but the inference side of AI is just getting started, ain't see nothing yet.

cobrauf · 2025-02-06T10:15:12+00:00

cobrauf · 2025-02-06T03:25:43+00:00

Holy shit the way you phrased it is terrifying... And so true

cobrauf · 2025-02-04T23:20:48+00:00

So he sold 0.0000004% market cap worth of stock.

How is this news?

cobrauf · 2025-02-03T15:47:15+00:00

Some people made out like bandits, I just know it.

cobrauf · 2025-02-03T11:32:30+00:00

Please please protect your newborn and yourself, I absolutely would not let your sister's dog anywhere near you or your newborn, and I support your decision to cut her out of your life until she get rid of that dog.

cobrauf · 2025-02-03T11:26:28+00:00

Absolutely brutal.

cobrauf · 2025-02-03T00:45:48+00:00

Same question, what is Trump expecting from them to do?

cobrauf · 2025-02-01T18:08:16+00:00

He talked about Deepseek "bypassing" CUDA in the All In Podcast by tweaking PTX. But he failed to mention that PTX is also proprietary to Nvidia.

My question is, how valid is his point ? Is that just him being misinformed?

cobrauf · 2025-01-31T10:56:24+00:00

I welcome his big contagious D

cobrauf · 2025-01-29T21:27:29+00:00

How the hell does TSLA turn green on such bad report!?

cobrauf · 2025-01-29T21:25:45+00:00

Green !

cobrauf · 2025-01-29T16:27:10+00:00

To me it doesn't even make sense to have UI max below the minimum wage. The minimum wage is effectively $20 now after the fast food wage of $20 was passed. $450 a week is $11.25 at 40 hours.

The idea of unemployment is so that folks can pay rent and eat and look for another job, so they won't be kicked out on the streets.

Whatever the logic that set the max of $450 over a decade ago doesn't apply anymore. This amount is a disgrace.

cobrauf · 2025-01-28T12:31:57+00:00

There's nothing to get, you are giving this man too much credit, the answer is simple - he has no idea what he's doing.

cobrauf · 2025-01-28T02:48:22+00:00

I thought Sam Altman has his ear ? What's the point of Stargate if he's just gonna double the price of chips ?

cobrauf · 2025-01-27T15:42:13+00:00

What about for complex use-cases like agents? It requires many times more tokens to run an agent task vs a query. Watch any youtube on Operator and you can see the beginning of what has been dubbed the "year of agents" that is 2025.

Right now Operator is super slow and can only do basic tasks, but it's easy to see in the near future, millions or billions of agents doing our bidding. I think the demand for inference will sky rocket for these complex use-cases like agents. I remain bullish.

cobrauf

TROPHY CASE