Jahanara Nissar

All posts by jahanaranissar

NVDA: Has the H100 user wave crested?

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NVDA bulls appear to have decided to sit out the immediate aftermath of the earnings call and prepare for a temporary pullback. They appear secure in their belief that the H-series continues to be supply -constrained, and with the added insurance that the beefier B100 is just around the corner. So why worry? Let’s buy […]

ARM: The hidden hand of AAPL

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Anxious to shed its image of being overly dependent on the mature smartphone market, the narrative from ARM management at the earnings call last night leaned heavily towards cloud server CPUs. However, we think the strength in royalty revenue in the December quarter was driven by the more mundane ‘annual refresh cycle’ of premium smartphones […]