Morgan Creek Capital's Mark Yusko explains why Nvidia makes him nervous

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[@briancase6180]

So, let me get this straight. Customers that bought from Supermicro will just throw up their hands and say "rats, can't buy Nvidia stuff." No, dude, they'll go to Dell and pay them, and Nvidia and Dell will figure out how to increase the capacity of that channel. Wow, I can't believe how stupid some people are.

[@darrenhere5856]

what if part of SMCI's reporting issues are the terms they are giving to their customers and dell and hpe aren't playing in that sandbox ?

[@有福-g7z]

DELL & HPE. Now, CSCO just announces it wants a slice. And to help them along, NVDA has published the server architecture that will suit its GPU clusters.

[@whatsup7184]

DELL= CRAP ...

[@allsportsexpert]

Blackwell is sold out for one years so Supermicro disappears, other buyers will step in and still want more. How will that affect NVDA? It won't.

[@chisi6950]

Everybody is an expert on NVIDIA. You must resign if NVIDIA goes up.

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AI stocks will dominate 2025 and Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made

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[@The_Viking970]

Ppl really don’t understand AI or its potential. We are in the very early stages of ai development and it will reach its maturity very fast probably within few years and till then NVDA will dominate. But eventually it will also run out of steam but I will not be surprised if I see $1000 NVDA by end of 2027-2028.

[@philyogaeveryday321]

He's talking his portfolio.

[@mubarak3457]

Look no one knows trust me !!! Nvidia can either hit 200 $ or earnings date or just tanks even with a good earnings

[@cozyslor]

"Trust the process" didn't get the Sixers a championship, now did it?

[@Xande191]

Guy shorting the ish out of Nvidia…

[@ylegoff]

Musk is buying 100,000 extra GPUs (Hoppers)...Not sure about Yusko....

[@whatsup7184]

GOT THE MESSAGE/ TO DELETE THAT AI TRASH

[@smartdoguk]

Clueless