RT @Beth_Kindig: I first covered Nvidia’s AI thesis five years ago and have since covered the AI thesis 27 times on my research site, which is the equivalent of a novel. In that time, here is what my fellow Nvidia AI bulls had to go through: -Crypto scare #1 in 2018 -Aug ‘19 GPU data center rev was flat/down Q/Q for 3 quarters -FQ3, data center revenue down Y/Y -China tensions -Global pandemic -Supply shortages -Threats of custom silicon from Big Tech -Cyclical capex spending -Arm acquisition fell though -Crypto scare #2 from ETH’s Proof of Stake -$2.5B gaming rev miss -Stock down 60% in 2022 This is one of my largest positions and I’ve publicly stated long before this rally that it will become the world’s most valuable company someday and surpass Apple. The above list is what you have
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