← Semi DopedTrade on Robinhood →Trade on Robinhood →Trade on Robinhood →
in articleLONG
“The recurring revenue model will smooth out financials for Nvidia instead of waiting for big purchase orders.”
@Semi Doped
Nvidia is bankrolling 210,000 chips for smaller cloud providers in exchange for a cut of their rental revenue, smoothing out its own financial lumpiness.
NVDALONG@ $198.45
$199.32+0.44%
since call Jul 6
peak +9.4%
in articleLONG
“If Intel can charge more for CPUs in an era of high demand, which AMD forecasts will continue till 2030/31, then CPU revenues 🚀… good for Intel’s financials for sure.”
@Semi Doped
Intel's financials are set to surge as the company successfully hikes CPU prices by up to thousands of dollars amid sustained high demand.
INTCLONG@ $122.65
$88.04-28.21%
since call Jul 6
in articleLONG
“Favorable news for AMD, with Helios rack (MI455X) shipping 2H26 and MI500 series in 2027.”
@Semi Doped
Nvidia delaying its flagship AI server rack by 12 months into 2028 hands AMD a massive opening to steal market share with its own upcoming hardware.
AMDLONG@ $551.17
$482.70-12.42%
since call Jul 6
peak +2.3%
TIMESTAMPS
in article
in article
in article