Shay Boloor on Revenue

China demand for $NVDA H200 is so strong that Nvidia is already asking $TSM to expand 2026 production to 2M+ chips which is well above the ~700K units currently on hand. Production could ramp as early as Q2 2026 with China pricing rumored ~$27K per chip.

793 likes49 repliesPosted Dec 31, 2025

Remix this post

Your note

Private to you, and used when you remix this post.

Viral score

Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Leads with a specific number, which is concrete enough to be worth a second of attention.
Uses concrete numbers instead of vague claims, which makes it credible and quotable.
Ends on a short line that is easy to quote and repeat.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Leads with a number
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: concrete
Mechanisms: Specificity
Written for: Founders and operators

Analysis by ViralLoop — not written by the original author.

Topics

Revenue

Post by Shay Boloor on X