[Daily Due Diligence] NVDA NVDA

[Daily Due Diligence] NVDA NVDA Why this is trending More Ways to Play, More Games to Love — GeForce NOW Wraps CES With Linux Support, Fire TV App, Flight Stick Controls NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective … Read more

[Daily Due Diligence] NVDA NVDA

[Daily Due Diligence] NVDA NVDA Why this is trending NVIDIA DLSS 4.5, Path Tracing and G-SYNC Pulsar Supercharge Gameplay With Enhanced Performance and Visuals NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects choppy to soft … Read more

Benevolent Facebook trader exchanges 192GB of DDR5 worth $2,200 for one RTX 5070 Ti worth roughly $800 — says selling at such a high price would have been ‘unet

True to his word, he states that it “would have felt unethical to sell at such a high price” and that he’s happy with his decision. Likewise, he didn’t want to parcel out the kit for maximum profit either. It’s safe to s…

Benevolent Facebook trader exchanges 192GB of DDR5 worth $2,200 for one RTX 5070 Ti worth roughly $800 — says selling at such a high price would have been ‘unet

True to his word, he states that it “would have felt unethical to sell at such a high price” and that he’s happy with his decision. Likewise, he didn’t want to parcel out the kit for maximum profit either. It’s safe to s…

Benevolent Facebook trader exchanges 192GB of DDR5 worth $2,200 for one RTX 5070 Ti worth roughly $800 — says selling at such a high price would have been ‘unet

True to his word, he states that it “would have felt unethical to sell at such a high price” and that he’s happy with his decision. Likewise, he didn’t want to parcel out the kit for maximum profit either. It’s safe to s…

Benevolent Facebook trader exchanges 192GB of DDR5 worth $2,200 for one RTX 5070 Ti worth roughly $800 — says selling at such a high price would have been ‘unet

True to his word, he states that it “would have felt unethical to sell at such a high price” and that he’s happy with his decision. Likewise, he didn’t want to parcel out the kit for maximum profit either. It’s safe to s…

Benevolent Facebook trader exchanges 192GB of DDR5 worth $2,200 for one RTX 5070 Ti — says selling at such a high price would have been ‘unethical’ despite huge

True to his word, he states that it “would have felt unethical to sell at such a high price” and that he’s happy with his decision. Likewise, he didn’t want to parcel out the kit for maximum profit either. It’s safe to s…

[Daily Due Diligence] MP MP

[Daily Due Diligence] MP MP Why this is trending Ultimate Cloud Gaming Is Everywhere With GeForce NOW MP MP is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects a constructive skew in the short window if flows remain … Read more

AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins

Bruno Ferreira Contributor Bruno Ferreira is a contributing writer for Tom’s Hardware. He has decades of experience with PC hardware and assorted sundries, alongside a career as a developer. He’s obsessed with detail and…

AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins

Bruno Ferreira Contributor Bruno Ferreira is a contributing writer for Tom’s Hardware. He has decades of experience with PC hardware and assorted sundries, alongside a career as a developer. He’s obsessed with detail and…