不要慌。女大105= 7% QoQ growth in 2025, and 28 PE, margin @71%

If you think NVDA can't even meet this growth target, you should sell all of them now.

Otherwise, 105 is a steal

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特别有道理 -Wodebiming98- 给 Wodebiming98 发送悄悄话 (0 bytes) () 09/03/2024 postreply 12:10:54

QoQ增长是有方向的,不会一直是7%。 -pichawxc- 给 pichawxc 发送悄悄话 pichawxc 的博客首页 (0 bytes) () 09/03/2024 postreply 12:12:42

7% QoQ is average, for a 31% YoY growth in 2025 -三心三意- 给 三心三意 发送悄悄话 (147 bytes) () 09/03/2024 postreply 12:22:56

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