Nvidia says two mystery customers accounted for 39% of Q2 revenue

“Mystery” as though it’s not 2 US-based hyperscalers. Google and Microsoft, if I had to guess.

That's a bubble. One customer goes out of business, changes policy, goes somewhere else, etc and the stock tanks 20% minimum. This is unsustainable. Sell

One eye open, one eye shut

What? Thats crazy.