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Pastimes : NOCASH

NVDA 201.03

+5.0%

Oct 28 9:30 AM EDT

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longz

From: Thomas A Watson	8/15/2024 5:41:58 PM
	1 Recommendation Read Replies (1) of 57

Ticker Symbol You. (taw says)Nvida has a major hardware tech moat because of compute power, speed, and far lowest power required. It is in gpu, the interconnect and extra connect hardware. They are have a major software moat in models and models interfacing. I believe they have another moat in PLTR Application Engineers from the PLTR boot camp and there shared personal interacing. Selling Generative AI is selling by showing examples relevant to customer needs. These moats apply to PLTR. I was personally involved the the tools of hardware software development at the introduction of microprocessors into real time process control systems. In general company executives are tech ignoramus and rely on engineers for a large part of decision making. Will energy cost impact bit-coin mining costs. NVIDIA CEO Jensen Huang Leaves Everyone SPEECHLESS (Supercut)

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