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To: neolib who wrote (68909)8/5/2025 4:39:48 PM
From: Joe NYCRead Replies (1) | Respond to of 72281
 
re: Note that the guide is +1B/qtr (I'll take that as not bad compared to NVDA raising by $2B each qtr) and that excludes any China MI308 sales. So could be more upside there.


You are right about that. Holy Sh! There could be another $500m+ upside