Discover and read the best of Twitter Threads about #nvidia

Most recents (6)

1/ Thread about the business model of #Nvidia

19th most valuable company worldwide by riding the wave of industry growth, applying a straightforward business model and maintaining clear focus.
2/ Founded in 1993 by Jensen Huang, who is still the CEO, Nvidia saw its share price skyrocketing in the previous 5 years from 20 USD to 400 USD. This made Nvidia by far the most valuable ‘fabless’ chip maker worldwide, followed by competitors like Broadcom, AMD and NXP.
3/ Nvidia’s business model is fairly simple: Fabless. They focus on the R&D of Graphic Processor Units that are used in laptops and data centers. Production is fully outsourced to chip makers such as TSM (Taiwan based), which is the 11th most valuable firm in the world.
Read 12 tweets
#TWEETSTORM: The #Covid19 pandemic seems to have strengthened the #platform economy further. Multiple issues here:
The obvious include: remote work, food delivery, ecommerce.
The less obvious include: value chain shifts (e.g. movies), public-private partnerships, cartels etc.
Let's start with some of the obvious:
1. Remote work tools
Microsoft Teams hit an all-time high of 75M DAUs in April 2019.
Zoom video calls hit a high of 300M DAU in April.
April 2020 stats: 3x YoY growth in enterprise users and 169% growth in revenue.
Also, less obvious but equally important:
# of PDF documents shared using Adobe’s software grew 50% YoY for Q1.
Adobe Sign grew 175% since the start of Adobe's fiscal year.
Docusign is up as well.
Growth in e-sign + payments augurs well for supplier network digitization
Read 18 tweets
1/ How should we talk about DP FLOPS for A100? A thread. #HPC #AI #Nvidia
2/ Nvidia announced A100 this morning and you can read about it from any number of outlets, e.g.…
3/ Nvidia, as usual, have themselves published a great set of detailed blogs about the architecture and specs, really diving into the approaches they've taken and how they might impact workloads.…
Read 13 tweets

Debéis haber recibido el correo electrónico con la contraseña para acceder al artículo

¿Es el #coronavirus una nueva pandemia global desencadenante de bruscos cambios económicos y sociales?…
¡Muchas gracias!

Sí, muy extraño el suceso del destacado epidemiólogo australiano Dr. Peter Salama...

Podría ser el desencadenante y la excusa, no son incompatibles entre sí
Pero estoy de acuerdo en lo demás

Ya están apareciendo noticias al respecto

"Cómo el #coronavirus está comenzando a afectar la economía de China"

Read 156 tweets
Analysis: #NASDAQ $NVDA

Case 68 #Nvidia Corp

DISCLAIMER: The analysis is strictly for educational purposes and should not be construed as an invitation to trade.

Thread 👇👇👇

#NVDA 1/4
Nvidia went on a two and a half year #parabolic run, climbing from approximately $25 to $292 then went on a vicious three month correction taking the price back to 124.46.

NVDA 2/4
Chart 1
Monthly Chart: The correction was halted just ahead of the #Fib 0.618. It is bullish, the #SMA 20 has been reclaimed but losing some upside momentum. The SMA 50 & 200 offer good support. The very long term objective sees it trade above 340 for 425.

NVDA 3/4
Read 4 tweets
0/ Having trouble staying on top of all the latest in the world of #crypto and #blockchain? I've got you covered. Well, at least for the last 24 hours or so 💁‍♂️

Let's get this thread going shall we.
1/ 📝 @DPRating published the September edition of its #GitHub Audit, rating more than 200 #crypto and #blockchain projects.

Teams that ranked disproportionately well included @Raiden_Network [ $RDN ], @NulsService [ $NULS ], @ParticlProject [ $PART ], and @POANetwork [ $POA ].
2/ ♻️ @PowerLedger_io [ $POWR ] introduced Asset Germination Events (AGEs), furthering the utility of its native #crypto token.

AGEs will allow people to invest in and co-own energy assets. More details to come via a Friday AMA.…
Read 24 tweets

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