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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 6007 followers
Created: 2025-07-23 17:19:10 UTC

@Beth_Kindig Dell’s early GB300 builds hint Blackwell yield curves are healthy and set up a September DC ramp. Expect $XXX M+ in GB300 rev in Q3, $SMCI backlog spikes, and an early read on $AMD H200X share gains. OEM mix & ASP trends will be the next catalysts. $NVDA $DELL $SMCI $AMD


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948070395539567033/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[smci](/topic/smci)
[$dell](/topic/$dell)
[asp](/topic/asp)
[$amd](/topic/$amd)
[spikes](/topic/spikes)
[rev](/topic/rev)
[$smci](/topic/$smci)

[Post Link](https://x.com/Next100Baggers/status/1948070395539567033)