国家发改委重申2026年集成电路税收优惠延续 硬科技企业持续受益

We’re talking about your gaming PC here. Nobody is forcing you to ONLY buy Nvidia graphics for your personal gaming rig when you ALSO have a purpose built AI rig. Nvidia just removed “gaming” as a segment from their financial reports. They give zero fucks. This absurd blind loyalty serves no purpose.

I have no credible sources at this moment.. but I’m hearing from a few tech people on X that $NVDA will eventually take a stab and get into the memory market and challenge $MU $SNDK $DRAM

I recently upgraded to Fedora 44 from Fedora 43 and I wouldn't say its a breeze, it can be difficult, especially if you've enabled extra repos. If you use Copr (Nvidia Drivers, Non-Free Stuff) you need to ensure all your Copr packages work fine in the next version of Fedora. A ton of packages haven't been updated for Fedora 44 and this will cause issues. The same applies if you…

Network effect for graphics cards? Literally what? Your friends don’t care what GPU you run my guy and there is not much benefit of having brand loyalty to a company like Nvidia that gives absolutely zero fucks about people that aren’t their enterprise customers buying GPUs by the thousands. If there’s any “network effect” for gaming GPUs on Linux it’s in favor of AMD because o…

Data Centre Revs: $AMD vs $INTC vs $NVDA

I have no interest in moving to AMD for video cards right now- the network effect of NVIDIA is just too high, and their peak performance is insane. I also haven't noticed any major issues with nvidia drivers, unless you mean specifically running Windows games on Linux machines with nvidia cards, where I have zero experience.

Oh apparently from downvotes, some people here would prefer to remember being raped by Bill Cosby. Well I hope I get what you wish for, lol. People will downvote anything, SMH.

goldman says nobody had put protection … be careful peeps i’m selling down some $SMH today

You're typing as your handwriting and letter sending abilities deteriorate to dust. Writing down information as your memory capacity decays. Remembering instead of living at the pure leading edge of perception dulling your reactions. Smh, it's all downhill from the first unadulterated neuron.

https://youtube.com/watch?v=H20JQipSv30&si=4-NAEAsMFfWk8cgD $QQQ $DRAM $SOXX $NVDA $USD

$SPY $QQQ The thesis as to when semis ($SMH and $SOXX) peaks will have to be reliant on $MU peaking, especially considering MU became the largest holding for SOXX. That said, I am now believing they are going to take MU to $1,000 in the next couple of months. If I had to guess, I am thinking $1,200 to $1,300 is the target top....perhaps even temporarily. Yeah, insane.

Chart tracks the supply tightness of $NVDA datacenter GPUs in the cloud (on-demand rental market) Lower availability = GPUs are harder to rent, which typically signals very strong demand (especially for AI training/inference) relative to available supply Current: Extremely tight GPU market (9.4% availability) $TSM $CRWV $NBIS