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I'm old enough to remember when nvda were a similar size hawking graphics cards, remember someone who went by the name of compo on hemscott ranting on about them and taketwo, hopefully he still has a lot, most likely not though.
Anyway their tie up with nvda piqued my interest, they have results on 4th August, dump adobe and stick the proceeds into nvts?
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Adobe-Ive mentioned here has already been significantly reduced. I can't give an opinion on the other stock because we don't hold it. Suffice to say it could do anything. It's a meme-stock and is being driven by emotion, not fundamentals. It's almost 30% short.
You only need to look at other forums to see the pitfalls playing out in real time.
It’s like watching a blindfolded dart thrower aim for a bullseye… in a tornado
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Charles tweets Elon. One criticism is that Charles Liang doesn't shout about their achievements. You literally can't keep Michael Dell quiet and it is a pet peeve of mine. Is this a change in policy? Btw this isn't a hint. This is what is called a BIM. A Building Information Model. And as you can see this is only a part of it. SM manufacture the cooling tower you seee in the background. I believe these racks are being installed as we speak. The total installation is around 20X bigger than this image. We do not know for certain how much of it is SM work but it's at least 50% and likely more because it's 100% DLC.
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I read that SM installed all the cabling on this project. 15,200 miles of high end fibre and the big metal box in the background, the Cooling Tower-400 of those, in fact 100% of the entire project is SM DLC-2-even Dells racks are cooled by SM. And people are wondering why they need to raise cash-they've been carrying this cost around since the beginning of the year. Next quarter it all drops-in
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All
5 August -
a sneak peak at the cabling-interesting, perhaps only because it cost somewhere between 1.2-1.5 billion and it's difficult to comprehend 'thousands of miles of the stuff' Whoever installed it, made some nice margin for sure!
Imagine calling the supplier hi we need some cable-the good stuff. OK how many metres do you want , umm 24 million metres (snigger). Alrighty then that'll be 1.1 billion-how will you be paying?
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A big move up in the price today ….looking very positive
