Search
179 results for “durabilitycurve”
-
@durabilitycurve Hi! Is there any chance we can encourage you to trend #NVIDIA when that's the company you mean, please? I know what their NASDAQ handle is, but #NVDA is much more widely known as the name of the screen reader we make and give away for free, and the #NVDA hashtag is very widely used for the screen reader. It will save both our communities polluting each other's feeds. If you'd like to find out more about the screen reader, our website is https://www.nvaccess.org/ - Thank you!
-
@durabilitycurve Hi! Is there any chance we can encourage you to trend #NVIDIA when that's the company you mean, please? I know what their NASDAQ handle is, but #NVDA is much more widely known as the name of the screen reader we make and give away for free, and the #NVDA hashtag is very widely used for the screen reader. It will save both our communities polluting each other's feeds. If you'd like to find out more about the screen reader, our website is https://www.nvaccess.org/ - Thank you!
-
@durabilitycurve Hi! Is there any chance we can encourage you to trend #NVIDIA when that's the company you mean, please? I know what their NASDAQ handle is, but #NVDA is much more widely known as the name of the screen reader we make and give away for free, and the #NVDA hashtag is very widely used for the screen reader. It will save both our communities polluting each other's feeds. If you'd like to find out more about the screen reader, our website is https://www.nvaccess.org/ - Thank you!
-
@durabilitycurve Hi! Is there any chance we can encourage you to trend #NVIDIA when that's the company you mean, please? I know what their NASDAQ handle is, but #NVDA is much more widely known as the name of the screen reader we make and give away for free, and the #NVDA hashtag is very widely used for the screen reader. It will save both our communities polluting each other's feeds. If you'd like to find out more about the screen reader, our website is https://www.nvaccess.org/ - Thank you!
-
@durabilitycurve Hi! Is there any chance we can encourage you to trend #NVIDIA when that's the company you mean, please? I know what their NASDAQ handle is, but #NVDA is much more widely known as the name of the screen reader we make and give away for free, and the #NVDA hashtag is very widely used for the screen reader. It will save both our communities polluting each other's feeds. If you'd like to find out more about the screen reader, our website is https://www.nvaccess.org/ - Thank you!
-
@durabilitycurve Hi! Is there any chance we can encourage you to trend #NVIDIA when that's the company you mean, please? I know what their NASDAQ handle is, but #NVDA is much more widely known as the name of the screen reader we make and give away for free, and the #NVDA hashtag is very widely used for the screen reader. It will save both our communities polluting each other's feeds. If you'd like to find out more about the screen reader, our website is https://www.nvaccess.org/ - Thank you!
-
@durabilitycurve Hi! Is there any chance we can encourage you to trend #NVIDIA when that's the company you mean, please? I know what their NASDAQ handle is, but #NVDA is much more widely known as the name of the screen reader we make and give away for free, and the #NVDA hashtag is very widely used for the screen reader. It will save both our communities polluting each other's feeds. If you'd like to find out more about the screen reader, our website is https://www.nvaccess.org/ - Thank you!
-
@durabilitycurve Hi! Is there any chance we can encourage you to trend #NVIDIA when that's the company you mean, please? I know what their NASDAQ handle is, but #NVDA is much more widely known as the name of the screen reader we make and give away for free, and the #NVDA hashtag is very widely used for the screen reader. It will save both our communities polluting each other's feeds. If you'd like to find out more about the screen reader, our website is https://www.nvaccess.org/ - Thank you!
-
@durabilitycurve Hi! Is there any chance we can encourage you to trend #NVIDIA when that's the company you mean, please? I know what their NASDAQ handle is, but #NVDA is much more widely known as the name of the screen reader we make and give away for free, and the #NVDA hashtag is very widely used for the screen reader. It will save both our communities polluting each other's feeds. If you'd like to find out more about the screen reader, our website is https://www.nvaccess.org/ - Thank you!
-
@durabilitycurve Hi! Is there any chance we can encourage you to trend #NVIDIA when that's the company you mean, please? I know what their NASDAQ handle is, but #NVDA is much more widely known as the name of the screen reader we make and give away for free, and the #NVDA hashtag is very widely used for the screen reader. It will save both our communities polluting each other's feeds. If you'd like to find out more about the screen reader, our website is https://www.nvaccess.org/ - Thank you!
-
@durabilitycurve Hi! Is there any chance we can encourage you to trend #NVIDIA when that's the company you mean, please? I know what their NASDAQ handle is, but #NVDA is much more widely known as the name of the screen reader we make and give away for free, and the #NVDA hashtag is very widely used for the screen reader. It will save both our communities polluting each other's feeds. If you'd like to find out more about the screen reader, our website is https://www.nvaccess.org/ - Thank you!
-
@durabilitycurve Hi! Is there any chance we can encourage you to trend #NVIDIA when that's the company you mean, please? I know what their NASDAQ handle is, but #NVDA is much more widely known as the name of the screen reader we make and give away for free, and the #NVDA hashtag is very widely used for the screen reader. It will save both our communities polluting each other's feeds. If you'd like to find out more about the screen reader, our website is https://www.nvaccess.org/ - Thank you!
-
NVIDIA reports Q1 FY2027 earnings on May 20. The consensus is $78.8B revenue, $1.74 EPS. But the structural question is whether the bottleneck thesis is strengthening or eroding.
Five signals to watch beyond the headline numbers: purchase commitment trajectory, optical supply chain mentions, Blackwell margins, inference mix, and ASIC competition framing. Each has a specific falsification trigger.
https://dev.to/harryfloyd/nvidia-q1-fy2027-earnings-preview-5-signals-the-market-may-be-missing-2j79
-
I've been experimenting with generative phone wallpapers. Dark, minimal, OLED-friendly — 5 designs in the pack.
-
I've been experimenting with generative phone wallpapers. Dark, minimal, OLED-friendly — 5 designs in the set.
-
Most investment frameworks tell you what to buy. This one tells you what would have to break for you to be wrong.
The Five Laws of Durable Systems — falsification-first investing.
https://harryfloyd.gumroad.com/l/five-laws-of-durable-systems
-
The questions I would be asking before $NVDA earnings on May 20:
1. How much of the data center revenue is inference vs training?
2. What is the photonics supply chain telling us about 2027?
3. Is the gross margin floor higher than consensus assumes?The full research framework with falsification criteria: https://harryfloyd.gumroad.com/l/nvda-q1-fy2027-earnings-research-report
-
COHR just filed record backlog. Optical chips for AI interconnects. This isn't a one-quarter story — the qualification cycles alone gate supply for 18-24 months. Those who qualified in 2024 have a structural lead.
-
COHR just filed record backlog. Optical chips for AI interconnects. This isn't a one-quarter story — the qualification cycles alone gate supply for 18-24 months. Those who qualified in 2024 have a structural lead.
-
Evaluation is a measurement problem. If you can't define what success looks like operationally, your evaluation framework is measuring noise.
-
Evaluation is a measurement problem. If you can't define what success looks like operationally, your evaluation framework is measuring noise.
-
You are right, apologies. Will use #NVIDIA going forward — NASDAQ ticker habit. Appreciate the heads up.
-
NVDA earnings Wednesday. Four days out. Three things to watch that are not the revenue number:
1. H200 China clearance — licensing is permission to sell, not a purchase order
2. Samsung general strike ruling — same day as the print, memory supply signal
3. Gross margin trajectory — Q4 printed 73.5%. Anything below 72% changes the narrative on Blackwell ramp costs. -
InP laser supply is the real photonics constraint. Every optical interconnect company competes for the same limited epitaxial wafer capacity. Co-packaged optics don't hit volume until 2028.
-
InP laser supply is the real photonics constraint. Every optical interconnect company competes for the same limited epitaxial wafer capacity. Co-packaged optics don't hit volume until 2028.
-
I just released the Durability Curve Scoring Engine — an Excel tool that scores any company against the Six Conditions framework.
6 conditions weighted automatically. 16 pre-loaded tickers. Conditional formatting. Earnings calendar. Five Laws reference. Portfolio tracker.
£5. Built for independent investors who use structured frameworks.
-
I just released the Durability Curve Scoring Engine — an Excel tool that scores any company against the Six Conditions framework.
6 conditions weighted automatically. 16 pre-loaded tickers. Conditional formatting. Earnings calendar. Five Laws reference. Portfolio tracker.
£5. Built for independent investors who use structured frameworks.
-
Inference is fragmenting. Training stays on NVDA GPUs. Inference moves to custom silicon. The margin follows the bottleneck. If you believe inference volume >> training volume in 3 years, the ASIC vendors capture the next cycle.
-
Inference is fragmenting. Training stays on NVDA GPUs. Inference moves to custom silicon. The margin follows the bottleneck. If you believe inference volume >> training volume in 3 years, the ASIC vendors capture the next cycle.
-
New: Why NVIDIA Spent $500M on a Glass Company
Corning (GLW) announced a $500M partnership with NVIDIA on May 6: three new US factories, 10x capacity increase, and a warrant deal. Why the world's largest AI company is spending half a billion dollars on fiber optic cable.
https://telegra.ph/Why-NVIDIA-Spent-500M-on-a-Glass-Company-05-15