“During a gold rush, sell shovels.”No matter how fast the GPUs are, you’d still need memories to overcome the memory wall problem.

Credit where it’s due, saw the initial idea from u/b0men and here: https://www.reddit.com/r/wallstreetbets/s/BVPel40iln So bought some calls that were 9 months out, since they were the longest ones available. Then Jensen came out with an assist at CES.