$NVDA is guiding to $108B in revenue next quarter, taking it past $200B in revenue across just six months. Bepo Holdings CEO @benitoz says there’s another layer to this: Nvidia's GPUs are becoming financial assets in their own right. "It's almost like the equivalent of a Boeing airplane." "A 747 with certain specs trades for a certain amount and an Nvidia B200 Blackwell or a Vera Rubin system will trade for a certain amount." "This creates like a liquid marketplace for compute as an asset."