There will be buying opportunity.

来源: 于 2024-11-20 14:55:10 [旧帖] [给我悄悄话] 本文已被阅读：次

The margin projection will put stock under some slight pressure. CFO forecast 71-72% in H1 of 2025, and then back to 75% in H2.

Jensen's answer in earning call clearly show the ramp up of Blackwell will take some time, but demand is huge, so any dip is a buying opportunity.