Honestly, even NVDA could see challenge in 2025

来源: 三心三意 于 2024-11-13 07:43:33 [] [旧帖] [给我悄悄话] 阅读数 : (546 bytes)
回答: 就是说NVDA好，SOXL不会好？ 由 QQQ2074 于 2024-11-13 07:05:46

I think the bigger picture story is that, the hyper-growth driven by non-stop spending in AI inrastructure is kind of a rear-mirror thing now. Going forward, the winner in this space will be re-defined. NVDA need to quickly find a new market beyond just datacenter GPU to sustain its hyper-growth. I think they are still fine for now with Blackwell, but if I dont see a new market developed by them by mid 2025, I may start to cut postition significantly as they will NOT be able to sustain this growth into 2026 with datacenter GPU only

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