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SemiAnalysis — sniff.trade
← SemiAnalysis
1 trades tracked · SemiAnalysis · 1mo ago
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NVD
NVDA
LONG
“There is a GB300 NVL72 firmware bug where the rack needs to be rebooted every 66.5 days.”
@semianalysis_
NVIDIA's software moat vs. AI compute rivals survives the GB300 firmware bug disclosure
NVD
NVDA
LONG
@ $196.37
$199.54
+1.61%
since call Jun 24
peak
+6.7%
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