It better! This name is the poster child for the AI revolution, and will reflect demand in that whole area. He's not that concerned about NVDA. Its product is completely sold out for the next 12 months. He shaved a bit when it was up around $140-145, and he bought some just recently. His position is now 5-6%.
Well-known to sandbag earnings and revenue. The most important part will be its forward guidance on demand for GPUs, the Hopper, and Blackwell chips. It's a big day.