David Tayar @davidtayar5
Beware the lollipop of mediocrity; lick it once and you'll suck forever. NYC Joined April 2011-
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Morgan Stanley’s latest note on Broadcom 👇🏻 PT raised to $382 $AVGO
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Goldman’s latest note on Broadcom 👇🏻 $AVGO
Morgan Stanley’s latest note on Apple 👇🏻 $AAPL
Chinese firms still want Nvidia chips despite government pressure not to buy, sources say | Reuters $NVDA reuters.com/world/china/ch…
David Tayar retweeted
Nvidia is bound to succeed in China. China’s competing chips are still inferior to Nvidia’s, and now Nvidia is about to launch a chip in China that is six times more powerful than the H20. $NVDA
JPM’s latest note on Nvidia 👇🏻 PT: $215 $NVDA
David Tayar retweeted
The recipient of the $10.3 million is Anderson Silva
The recipient of the $10.3 million is Anderson Silva
David Tayar retweeted
FLORIDA SURGEON GENERAL JOSEPH LADAPO ANNOUNCES END OF ALL VACCINE MANDATES, INCLUDING COVID
David Tayar retweeted
We've seen erroneous chatter in the media claiming that NVIDIA is supply constrained and "sold out" of H100/H200. As we noted at earnings, our cloud partners can rent every H100/H200 they have online — but that doesn't mean we're unable to fulfill new orders. We have more than…
Morgan Stanley’s latest note on ZScaler 👇🏻 Goes to Overweight; PT raised to $320 (Earnings today.) $ZS
David Tayar retweeted
Using May 2025 software, GB200 NVL72 had 9% worse DeepSeek 670B MoE training perf per TCO than H100. Using July 2025 software, GB200 NVL72 massively improved and now has an 1.52x better perf per TCO than h100. Performance projections suggests that in December 2025 software, GB200…
David Tayar retweeted
🚨 Breaking: Abu Obaida, H×mas spokesman, was eliminated
David Tayar retweeted
List of Houthi terrorists eliminated in the airstrike in Yemen, according to Israeli security sources: — Houthi “Prime Minister” — Director of the Political Bureau — Chief of Staff to the Prime Minister — Cabinet Secretary — Minister of Justice — Minister of Economy and Trade —…
David Tayar retweeted
The exact moment Israel vaporized the entire leadership of Yemeni Houthis 👇 If "FAFO" was a video clip...
David Tayar retweeted
BREAKING 🔴 Israel’s Channel 12 reports increasing assessments that today’s airstrikes likely ELIMINATED Houthi Defense Minister Muhammad al-Atifi and Chief of Staff Muhammad al-Ghamari.
David Tayar retweeted
$NVDA - NVIDIA WILLING TO GIVE US CUT OF BLACKWELL CHINA SALES: FOX
David Tayar retweeted
🇺🇸 🇨🇳 *NVIDIA IN TALKS WITH US TO SELL BLACKWELL AI CHIP TO CHINA:FOX - BBG
JPM raises Nvidia PT to $215 👇🏻 $NVDA
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