Pat, what’s going on, buddy??
12 replies (most recent on top)
The arrogance of Intel dipsticks
Clown...lmao
@yun you must be joking, NVDA did a 10:1 split in June or have you been asleep...
Rear view mirror
@upt - NVDA has crashed in value 90% from $1000+ to something like $125 today.
@hux: thanks for the great laugh. In 2014, maybe. In 2024? Look at market caps again when deciding who might buy whom
Can Intel just buy NVDA? Would be so much better than Nervana, Habana or any other acquisition. Pat leading Foundry and Jensen spearheading products could be the key for Intel.
the guidance is much better than investors’ first take (stock down 1%). The company guided revenue up ~3% for October, which includes the negative impact of what appears to be a 2-3 month Blackwell delay. In other words, if there was no delay, the guidance would have been measurably higher. Keep in mind the October quarter will also face strong “Osborne Effect” headwinds as some customers delay purchasing in anticipation of Blackwell.
But Nvidia's chips are not Christian like Pat's.
Would it make sense for NV to buy Intel? Their market cap is $3T Intel is $83b
PG: NVDA is a very lucky company.
They are 6% down already