Zvi Mowshowitz: Nvidia underperformance amid H200 sales disappointment

Zvi Mowshowitz: Nvidia underperformance amid H200 sales disappointment
@TheZvi: Nvidia underperformance amid sales

Zvi Mowshowitz expressed surprise at Nvidia's underperformance amid expectations of strong H200 sales. He highlighted the market's negative reaction despite the potential positive impact of the H200 sales for the company.

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