I think NVDA will continue to be range traded near term

Above 150 is likely to start see selling pressurebe, and below 120 will find buyers

Everything is on track, earning is solid, and blackwell is on schedule. But there is no suprises in this report, not seeing catalyst to pop this baby above 160 just yet.

所有跟帖： 

• As it stands now, NVDA trading at exact 30 forward PE -三心三意- ♂ (0 bytes) () 02/26/2025 postreply 14:45:16

• 150卖，120买？倒腾几次？ -BrightLine- ♂ (0 bytes) () 02/26/2025 postreply 14:45:37

• I will continue to hedge at these two pivot point -三心三意- ♂ (0 bytes) () 02/26/2025 postreply 14:47:04

• 嗯，向我学习，哈哈哈 -米奇的厨房- ♂ (0 bytes) () 02/26/2025 postreply 14:47:06

• 这挺好，就怕捣腾飞了 -CastlePines- ♀ (0 bytes) () 02/26/2025 postreply 15:37:23

• One thing we can derive from Jense's comment is -三心三意- ♂ (569 bytes) () 02/26/2025 postreply 14:56:03

• Enterprise market 和 CSP market很不同，price sensitive, 而且需要很多sales m -Wakeland- ♂ (0 bytes) () 02/26/2025 postreply 15:31:00

• 规模化至少需要三、五年 -Wakeland- ♂ (0 bytes) () 02/26/2025 postreply 15:32:00

• Unless Jensen is withholding certain things until GTC, he -越挫越勇2- ♂ (57 bytes) () 02/26/2025 postreply 15:00:57

• Just pulled the trigger ~ 买单已入 -任静锅-- ♂ (268 bytes) () 02/26/2025 postreply 15:01:30

• 鼻子比我家狗狗还灵呢. :-D -越挫越勇2- ♂ (0 bytes) () 02/26/2025 postreply 15:02:36

• 啥意思？ -任静锅-- ♂ (240 bytes) () 02/26/2025 postreply 15:04:50

• 为啥为啥为啥? -越挫越勇2- ♂ (0 bytes) () 02/26/2025 postreply 15:06:58

• 不想赌错方向啊 -任静锅-- ♂ (286 bytes) () 02/26/2025 postreply 15:17:28

• TY for sharing! I so look up to you :-D -越挫越勇2- ♂ (0 bytes) () 02/26/2025 postreply 15:27:54

• 坛上每两个人中至少有一位水平比我高 and/or 资历比我长 -任静锅-- ♂ (246 bytes) () 02/26/2025 postreply 15:37:34

• 你们2个打一架把 -cnrhm2017- ♂ (0 bytes) () 02/26/2025 postreply 16:00:11

• I didn’t Hear anything more exciting -越王剑- ♂ (40 bytes) () 02/26/2025 postreply 15:03:07

• 老黄要学一下画饼 -BrightLine- ♂ (0 bytes) () 02/26/2025 postreply 15:07:08

• I only heard Deepseek once -越王剑- ♂ (126 bytes) () 02/26/2025 postreply 15:13:48

• Actually, they did mention about geopolitics -三心三意- ♂ (156 bytes) () 02/26/2025 postreply 15:16:32

• 他说export control以后，中国的收入只有以前的一半 -BrightLine- ♂ (0 bytes) () 02/26/2025 postreply 15:20:03