NVIDIA Corporation NVDA

$NVDA? $MU $DRAM 50% more HBM delivered exactly 50% better AI Inference on GB300 Blackwell Ultra.

Read that again.

$NVDA Data Center: $75.2B. Up 92% YoY. GB300 is leading the Blackwell ramp.

288 GB HBM3E per GPU vs 192 GB on GB200. 12Hi stacks. 8 TB/s bandwidth per GPU. 1.5x overall AI performance. 2.7x throughput. 60% lower cost per token.

HBM is not storing data. It is enabling intelligence.

In inference (especially long-context, reasoning, agentic AI), memory capacity/bandwidth is often the bigger bottleneck than raw FLOPS. The extra HBM lets the GPU keep more of the KV cache (key for attention) on-package, which directly boosts effective throughput and lowers cost-per-token far beyond the raw 1.5x compute number.

Real inference gains are often higher due to the memory + compute combo enabling better software efficiency (e.g., 2x attention acceleration in some cases).

Cognitive Capacity Enhancement is NOT commodity. It's a strategic asset.

$NVDA?Heading to $300 Bitches.

P.O.S. ?
$NVDA

AI stocks are going to fly today

Will fly during the day just wait for it

Jensen Huang fucking Crotch Rot
$NVDA

Tell Jensen Huang to put his big boy panties on and do something!! Stop buying Tom Ford fucking leather jackets numbnuts
$NVDA

Will go green after 11am ?

ALWAYS SUCKS ON EARNINGS
WHAT A JOKE

$NVDA

Earnings is over. Now back to War and an interest rate hike so much to worry about now.