https://x.com/amitisinvesting/status/2029269016791892182?s=20
JENSEN HUANG JUST NOW WHEN ASKED ABOUT NVIDIA’S STOCK PRICE: “You know, I really care about our shareholders. We just had the earnings of earnings in the history of earnings. I think somebody actually told me this might be the single best print in the history of humanity. Anyways, we had a very good quarter. Listen, you can’t hold the stock back. You can’t hold it back. The reason for that is single: compute equals revenues for company. In the future, every single company will need compute for revenues. Compute translates to intelligence which translates to your digital workforce which translates to your revenues. Compute equals GDP. Every country needs it. I know that for certain. I also know that we are at the beginning of this journey.”
Jensen isn’t playing around. You can tell he’s annoyed that the market isn’t realizing how special the recent earnings were. You can also tell he is more determined than ever to win.
我瞎猜MM就是压制这个撑天的股, 导致市场感觉方向不明, 他们好摸鱼割韭菜