NVDA 引领 AI 故事；预计 2027/2028 财年同比增长 70%，营收达 7000 亿美元；在 NVLink/HBM 方面技术实力强劲。

I know I've been pretty quiet ever since Nvidia reported earnings. So Nvidia reported earnings on Wednesday.

Nvidia's one of those companies that I believe is going to completely lead the AI story as we continue to see it.

So, keep holding to the stocks that I believe can benefit. So, Nvidia, unfortunately in the past few days is up only 1%. We saw kind of that excitement on the stock hitting almost $230 and then down about 5% on Friday.

The first one's always is going to be Nvidia. This is going to be the king. I mean, they mentioned, right? They mentioned that for fiscal year of 2027 or 2028, which is calendar year of 2027, they still expect to grow 70% year-over-year. That's going to be close to $700 in revenue next year. I believe that's extremely extremely possible. $700 in revenue next year. And that is wild. That's not even the price-to-sales ratio, a forward price-to-sales ratio of 10 or for the next what, 18 months or so. I think that is extremely extremely possible for this player.

Now, I want to talk a little bit more about kind of that Nvidia NVLink Fusion with NVHBM, which is custom high bandwidth memory. So, Nvidia has created this new way to help some of the efficiencies of your your HBM on your XPUs, on whatever kind of solution. So, now Nvidia's kind of working with their NVLink partners to be able to do this. They mentioned that traditional HBM architecture places the memory controller on the XPU die, consuming valuable silicon area that could otherwise be dedicated to compute. NVHBM, built on the same technology that Nvidia will use for future GPUs, integrates Nvidia's custom memory controller into the HBM die. And by doing so, integrating that memory controller into the 3D HBM stack instead of the XPU, and NVHBM delivers up to 30% greater memory bandwidth and 15% lower HBM power consumption and frees up to 25% more area on XPU compute die compared with standard HBM for EM.

This is kind of the example, right? This is your traditional You see how there is such a huge amount of space being wasted by the controller. This is the custom XPU with NVHBM, where now you're able to add more compute dies because you have more area thanks to kind of reducing the amount of area needed for the controller, the memory controller. So, that that goes a long way, and again it showcases how Nvidia is ahead of this curve.

So, now we have three stocks, right? We have Nvidia, we have Amazon, we have Marvell.

Uh just on the very top-level overview, many people are complaining that I rent is not announcing new deals, right? I think people complain that, "Hey, I rent says there's no point in signing deals right now, but it's because they can't get deals." I don't think that's the case, and I think this is so weird because I feel like I rent is telling us what Nvidia has kind of told us a few weeks ago, but just because the stock price went down, it's bad, and and people say this is a bad stock.

But, Nvidia a few weeks ago told us that they were holding on making contracts because they believe in the future they can take better pricing.