$Taiwan Semiconductor Manufacturing(TSM)$ Most people, including Taiwanese media, gave SMCI credit for popping AI stocks. That makes some sense since they happened to put out a timely update raising their revenue estimate and guiding to 12%-12.5% gross margin. They had 17.4% gross margin last quarter. That was why Uncle said nope.
So what about SPCX? Did anyone actually read into their earnings? It's fine if you didn't, at least as far as SPCX itself goes.
But what about Musk saying SpaceX is adding 200,000 NVDA GPUs (GB300) a month online?
Don't tell anybody that Musk said SpaceX plans 440,000 Vera Rubin by the end of the second quarter.
Vera Rubin costs more than GB300, and it's not fake news, I'm telling you.
Good night. Just wake up and smile, but don't get too excited yet.
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