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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: sandeep who wrote (22798)1/29/2025 5:52:03 PM
From: Augustus Gloop1 Recommendation

Recommended By
John Carragher

  Respond to of 26474
 
That's the catch. This whole news cycle disrupted things for now but the reality is NVDA still owns the market. They're sold out for the next year and now Stargate want's 30% more than NVDA has.

TSMC is a buy somewhere in here.....unless the Chinese invite themselves over for dinner