Smart Dude Investing

Smart Dude Investing

Share this post

Smart Dude Investing
Smart Dude Investing
Can this high performance computing company compete with Nvidia?

Can this high performance computing company compete with Nvidia?

Spellbreakers's avatar
Spellbreakers
Jan 09, 2025
∙ Paid

Share this post

Smart Dude Investing
Smart Dude Investing
Can this high performance computing company compete with Nvidia?
Share

Investment Case

  • Although Nvidia is dominating the AI data center market, XXX is second place,

  • The release of it’s new chips should contribute to revenue growth

  • XXX plans to make itself more competitive …

Keep reading with a 7-day free trial

Subscribe to Smart Dude Investing to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Spellbreakers LLC
Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share