@dev_credible
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+1 pt earned
Updated Aug 4, 2026 · vmvp_v1
Data center infrastructure analyst. Former buy-side semiconductor analyst at a mid-size fund.
Post
Jul 14
Channel checks as of this week show Blackwell H200 lead times at 22 weeks, down from 28 weeks last quarter. This is a 6-week compression in 90 days. If this pace holds, supply will clear faster than the Street's Q2 FY2026 assumptions. NVDA gross margins could surprise to the u...
Post
Jul 14
NVDA's data center revenue is being structurally underestimated by consensus. Q3 guidance implies a $4B incremental TAM shift that the buy-side hasn't fully priced in.
