Nvda

[98aggie77566]

Aggie guess the folks i spoke to at sc in the foyers were right. They'll get it worked out but definitely a pita.

https://tspasemiconductor.substack.com/p/overheating-issues-reported-again

Will be interesting for us with this ZT systems integration after the new year.

CoreWeave got it figured out....GB200 NVL72 commercially available as of today.

https://x.com/StockMKTNewz/status/1886849976996708846

[Matt]

That's funny wearing a core weave shirt today

Dig out those mi250s from the dumpster for deepseek 😂

[98aggie77566]

NVDA has collectively lost and gained more market cap than the GDP of most large nations in a few months.....mostly on rumors.....overheating, over reactions from folks that don't understand the market and new innovation, and folks trying to create a mild panic that helps their investment profile.

Earnings are 2 weeks away - and hedge funds are using NVDA ad nauseum...puts and takes/options trying to bookend against too much exposure.

And this is why I don't get too bent out of shape on NVDA stock.....play the game...don't watch the score.

It may go kaput tomorrow....but something is gonna happen on Feb 26th.....with GTC 3 weeks later.

[98aggie77566]

After hours are pretty ho-hum…another double beat and raise…but “underwhelming” per the experts.

$11B in Blackwell revenue…the product that was over-heating not long ago lol…pretty impressive for product launch.

Still a lot of uncertainty and headwinds…GTC should be fun!

[98aggie77566]

Pretty solid trend.

[Matt]

I dont know been running all 2 all reduce on mi325s and they are better than blackwell in inferencing in rail architecture. Only scale i have atm is 64 nodes 8 gpu per node on the persando programmable nics.. targeting mid csps tho.

[Matt]

https://github.com/deepseek-ai/3FS

Just saying, gpus are tapped out it's all about the sw and the i/o rdma an disk atm.

[98aggie77566]

Bloody day.....extra bloody for NVDA.

The China/Singapore stuff looks to be the whammy of the day....as if that wasn't the assumed thing all along.

Market is looking for reasons to abuse a stock...and they take full advantage.

Clawing your way back takes some serious momentum too it seems?

[Kenny Powers]

V shaped recovery, eventually. We've been here before.

https://trumpwhitehouse.archives.gov/articles/new-economic-comeback-president-trump-breaks-70-year-record/

[Kenny Powers]

First time I agree with Kramer in a while. He says the market is being intentionally tanked.

https://currently.att.yahoo.com/finance/news/jim-cramer-palantir-technologies-inc-144855338.html

[Matt]

Saw cc wei today w/Trump. Good stuff

[98aggie77566]

Yessir....and several other high level meetings with tech leaders....that we never heard much news about.

Some never even made the news.....strange times. Never know what tomorrow may hold.

Never thought I would see my portfolio swing this much in a single day....up or down.

Somedays it's the S&P....somedays it's TSLA.....most of the time it's the one I have the most confidence in.

Still dollar cost averaging.

[Matt]

Have a good time at nvda gtc. I'd be there but do not travel west of Texas

[98aggie77566]

Really excited to see the progress in robotics - the stuff last year was interesting, but nothing over the top.

Bartenders making drinks - robotic 4 legged creatures traversing obstacles. Cool stuff but not yet real world for the most part.

With robotic hands now having 22 degrees of movement.....making shots like basketball players....and companies beginning to make actual deployments this year into production applications.

Should be pretty cool - the trend in 12 months may tell us a little about how quickly this stuff is gonna move over the next few years.

[Matt]

Geohotz gets a lot right if you been tracking since jb the ifonez. Will leave this here

https://geohot.github.io//blog/jekyll/update/2025/03/08/AMD-YOLO.html