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by adamnemecek 3055 days ago
Wall Street might be aware of ml but they underestimated how much of an impact it would have on GPU sales.

> If you think you have an edge on people who are paid to do a job

As I said, they are too concerned with the next three months, not the next two years.

Also, like how many people on wall street specialize in nvidia analysis? And I do think that it's possible for an amateur to beat a professional under certain circumstances.

Also please listen to the earnings call. It should be the Q2 one.