Analyst Doubles Down: NVL72 AI Servers Are the Biggest Product Cycle in History
firstadopter · x · 2026-10-09
Investor Tae Kim (@firstadopter) quote-posted his own thread affirming that media is fundamentally useless—sensationalizing false narratives for clicks and practicing shameful both-sides-ism.
He stresses he reports actual fundamentals either way: he stands by his call that Nvidia and Dell will crush earnings on the NVL72 AI servers—the biggest product cycle in human history, while he also called out euphoria around the Virgin Galactic SPAC and Qualcomm when their best engineers were jumping ship.
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