What's the move boyos. Do I sell my MSFT for a slight loss and rotate into NVDA for earnings on the 20th?
Honestly, seeing as how every single MAG7 company has reported earnings beats and increased capex spending, I don't see how NVDA can fail this earnings
It's very interesting seeing the difference in prices between European budget airlines and American budget airlines. I get that the US is bigger, but even short distance flights are way more expensive in the US
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Bro. I will save u a lot of money and anyone listening to this copium.
Enph makes microinverters, not string inverters. Their solution in datacenter scale is uselesst, at least 10-30% more expensive to install materials included, and definately not higher margins than competitors.
Therefore, it wont get any serious datacenter deals, like ever, unless all other competitors are swamped with orders.
If you want to play enph, play it because total electricity costs go up for average americans because of datacenters, and enph is a good solution for that. Not because of datacenter orders.