Dan Niles (@danieltniles) 's Twitter Profile
Dan Niles

@danieltniles

Founder of Niles Investment Management, Tech Nerd, Bad Tennis Player, Proud Dad. Posts are for information purposes only & never investment advice.

ID: 1948086848

calendar_today08-10-2013 22:59:14

868 Tweet

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Dan Niles
@danieltniles

2 months ago

$NVDA writing off $5.5B related to China restrictions is a warning flag. Obviously this product is not as great as the latest Blackwell chips but they should not need to be written off if demand was that robust globally. I also believe the upcoming hyperscaler CQ1 results in

$NVDA writing off $5.5B related to China restrictions is a warning flag. Obviously this product is not as great as the latest Blackwell chips but they should not need to be written off if demand was that robust globally. I also believe the upcoming hyperscaler CQ1 results in