The post begins with Nvidia as a $5T company, focusing on a forced shift to 800V DC and co
The post begins with Nvidia as a $5T company, focusing on a forced shift to 800V DC and co-packaged optics (CPO). An analyst expresses doubt about Nvidia's ability to execute on time. The market reacts by selling off everything, but later Nvidia and Lumentum executives counter with bullish statements on CPO, claiming timelines are accelerating. The tone is sarcastic, implying market overreaction.
“If you want a TLDR of today: > be $NVDA, $5T company. Force shift to 800V DC and CPO > analyst: I don’t think u can do it in time! > market: “I don’t trust Nvidia, time to sell everything” > Nvidia and Lumentum executives after: Bullish on CPO, timelines accelerating. ???”Original post：X / @aleabitoreddit ↗