) is gearing up to release its second quarter earnings results next Wednesday, August 28; however, analysts at KeyBanc reiterated their Overweight rating on the stock, claiming issues with Nvidia's latest version of its Blackwell chip.
And then, then you're gonna start to see some contribution from, from Black Mole revenues in the, in the Q four time frame.John, how is the hopper supply uh holding up right now if especially since they're, you know, if they're migrating some of what would have been uh Blackwell orders to hopper orders, are they keeping up with that?I think a quarter ago you started to see lead times for Hopper GP us actually start to normalize.
Um You know, the big thing with NVIDIA with Blackwell is they are moving to a system level rack level uh scale architecture with GB 200.The concerns there is is that going to be able to ramp on time and, and ramp in meaningful volumes for next year.Well, I I'm also curious if you are um if you're a customer and you were expecting Blackwell 100 now the company says, well, we can, can only get you Hopper or we'll get you, you gotta wait and we'll get you Blackwell 200.
In the nearer term is to continue to buy hopper, you know, the stock John, it's up about still 100 and 60% this year.Um we've got them earning um a little bit over $5 and some change for next year.
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