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[@El_Cid_Owneador](/creator/twitter/El_Cid_Owneador)
"@TShirtnJeans2 @Nikola_pn2501 H200 servers assigned to others OEM i think. And note they said in december "strong growth". For $NVDA Q4 is NovemberdecemberJanuary. They said mass GB200 production late january. Then we will have mass GB200 production whole $NVDAs Q1. + strong growth of H20 sales in China"  
[X Link](https://x.com/El_Cid_Owneador/status/1875954320589668370) [@El_Cid_Owneador](/creator/x/El_Cid_Owneador) 2025-01-05T17:15Z XXX followers, XXX engagements


"@BenBajarin @danielnewmanUV HSBC yesterday raised NVIDIA's wafer count to 750000-800000 by 2026 with a $XXX price target. That's a 70%-80% higher wafer count than in 2025. Cantor Fidzgerald made a similar estimate last week with a $XXX price target"  
[X Link](https://x.com/El_Cid_Owneador/status/1978847235191222647) [@El_Cid_Owneador](/creator/x/El_Cid_Owneador) 2025-10-16T15:35Z XXX followers, XX engagements


"@BenBajarin @danielnewmanUV All of those wafers are Cowos L Blackwell (most) and Rubin. HSBC raises 2026 datacenter revenue to $351B (vs. consensus $258B) bull case $390B. Cantor F. made a similar prediction last week. Something has happened"  
[X Link](https://x.com/El_Cid_Owneador/status/1978855321431949554) [@El_Cid_Owneador](/creator/x/El_Cid_Owneador) 2025-10-16T16:07Z XXX followers, XX engagements