nvidia eps is all anyone talks about but look at the actual supply chain!! they just dropped this rtx spark superchip at computex to put ai on windows pcs and the real money is moving way before consumer gpu sales even touch an income statement. im talking oem licensing, module vendors, and foundry stuff booking revenue first. techcrunch said the pc-cpu market is like a 200B opportunity and this spark thing has 6144 cuda cores so the memory suppliers are gonna get absolutely slammed. if u wanna trade this rip you gotta look at msft, dell, and especially mrvl for the interconnect ip since they get invoiced way ahead of the curve. ngl im lowkey terrified im reading the packaging side wrong but im long mrvl and dell right now (no nvda position, too rich for my blood lol) so im just glued to oem order language and marvells nvlink activity this week instead of reflexively buying nvda like a bot. edit: honestly got so sick of looking all this up by hand i just built a tracker for it, hit my dms if u want the link turned off by default so i dont spam the sub