Tonight's PCE and Nvidia earnings
If U.S. stocks start to weaken before the open, I’ll look to scoop up a position ahead of the data release
A lot of information from the market recently makes me think AI demand won’t be disproven in the short term:
H100 GPUs still have leasing demand
Three-year-old 3090s can still be sold at the original price
Wu Yongming says AI investments can break even in three years—if things go fast, in two years
Liang Wenfeng says buying cards can break even in 10 months
On top of that, the current AI market is definitely more cautious than optimistic. With less crowded trading, the odds are relatively attractive
If U.S. stocks start to weaken before the open, I’ll look to scoop up a position ahead of the data release
A lot of information from the market recently makes me think AI demand won’t be disproven in the short term:
H100 GPUs still have leasing demand
Three-year-old 3090s can still be sold at the original price
Wu Yongming says AI investments can break even in three years—if things go fast, in two years
Liang Wenfeng says buying cards can break even in 10 months
On top of that, the current AI market is definitely more cautious than optimistic. With less crowded trading, the odds are relatively attractive