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Jeff Mandell Profile
Jeff Mandell

@TBSdrummer

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Following
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Optimist, Drummer and Master of the NFL Football Pool without knowing all the team names.

Joined March 2014
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@TBSdrummer
Jeff Mandell
2 days
07:13 AM EST, 03/03/2026 (MT Newswires) -- Akamai Technologies (AKAM) said Tuesday that it has acquired thousands of Nvidia (NVDA) Blackwell GPUs to strengthen its distributed cloud infrastructure for artificial intelligence inference workloads. Financial details of the
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@TBSdrummer
Jeff Mandell
3 days
NVIDIA (NVDA) said Monday it has entered multiyear strategic partnerships with Coherent (COHR) and Lumentum Holdings (LITE) through which the AI giant will invest $2 billion in each company. The agreements with Coherent and Lumentum both include multibillion-dollar purchase
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@TBSdrummer
Jeff Mandell
10 days
Aletheia Capital upgraded Nvidia (NASDAQ:NVDA) to Buy from Hold on Monday and set a price target of $250
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@TBSdrummer
Jeff Mandell
12 days
Oppenheimer & Co. calls this company the ubiquitous AI platform best positioned to win, ahead of its earnings results due Wednesday.

The brokerage reiterated its Outperform rating and $265 price target on NVIDIA (NVDA)
saying the chipmaker remains the clear leader in
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@TBSdrummer
Jeff Mandell
13 days
Samsung Electronics Co Ltd (KS:005930) is expected to have won an effectively exclusive deal to supply advanced high bandwidth memory (HBM4) for the top end of Nvidia’s next-generation artificial intelligence processors, South Korean outlet ChosunBiz reported on Friday.  NVIDIA
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@TBSdrummer
Jeff Mandell
15 days
Stifel reiterated a Buy rating and $250.00 price target on Nvidia stock (NASDAQ:NVDA) following the company’s announcement of an expanded partnership with Meta.
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@TBSdrummer
Jeff Mandell
20 days
Data center startup Nscale has obtained a $1.4 billion financing package from lenders including Pacific Investment Management Co. (Pimco) and Blue Owl Capital Inc. to fund chip purchases that will be leased to customers. The delayed-draw term loan will be used to buy Nvidia Corp.
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@TBSdrummer
Jeff Mandell
22 days
Nvidia plans to invest more than NT$40 billion to build its first overseas headquarters in Taiwan, according to a report by ETtoday citing Taipei city mayor Chiang Wan-an. The Taipei city government signed a contract with Nvidia on Wednesday for the headquarters project. Land
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@TBSdrummer
Jeff Mandell
1 month
Wolfe Research Raises Nvidia Price Target to $275 From $250, Maintains Outperform Rating
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@TBSdrummer
Jeff Mandell
1 month
SINGAPORE, Jan 30 (Reuters) - China has given its top AI startup DeepSeek approval to buy Nvidia’s H200 artificial intelligence chips with regulatory conditions that are still being finalised, two people familiar with the matter told Reuters.
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@TBSdrummer
Jeff Mandell
1 month
Jan 28 (Reuters) - China has given the green light to three of its largest tech companies to buy Nvidia’s H200 artificial intelligence chips, four people familiar with the matter told Reuters, marking a shift in position as Beijing seeks to balance its AI needs against spurring
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@TBSdrummer
Jeff Mandell
1 month
NVIDIA Corp. (NVDA) announced a $2 billion investment in CoreWeave Inc. (CRWV) at $87.20 per share, expanding their collaboration to accelerate AI infrastructure development. The partnership aims to build more than 5 gigawatts of AI factories by 2030. CoreWeave will adopt
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@TBSdrummer
Jeff Mandell
1 month
Yes!
@elonmusk
Elon Musk
1 month
For quality of life, it is better to err on the side of being an optimist and wrong, rather than a pessimist and right
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@TBSdrummer
Jeff Mandell
1 month
China tells biggest tech firms the can prep Nvidia H200 orders - Bloomberg
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@TBSdrummer
Jeff Mandell
1 month
Nvidia CEO Jensen Huang in Davos on Wednesday: if you try to rent Nvidia GPU these days, it’s so incredibly hard, and the spot price of GPU rentals is going up
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@TBSdrummer
Jeff Mandell
1 month
Moody’s Ratings has elevated NVIDIA Corporation’s (NASDAQ:NVDA) senior unsecured rating to Aa1, marking a significant milestone in the chipmaker’s financial evolution. The credit agency simultaneously maintained a positive outlook, suggesting further upward mobility is possible
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@TBSdrummer
Jeff Mandell
2 months
Only @lorakolodny could make this about race: “Last year, residents in the majority-Black community of Boxtown in South Memphis testified at public hearings about a rotten egg-like stench in the air, and the impact of worsening smog on their heart and lung health.”
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@TBSdrummer
Jeff Mandell
2 months
U.S. auto safety regulators have given Tesla additional time to respond to an investigation into whether its vehicles broke traffic laws while using the company’s Full Self-Driving system.
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@TBSdrummer
Jeff Mandell
2 months
Jefferies Raises Price Target on Nvidia to $275 From $250, Maintains Buy Rating
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