China risk always there, even discussed in earning call

来源: 2025-03-26 13:53:04 [旧帖] [给我悄悄话] 本文已被阅读:

Instituions already modeled this in their estimate. NVDA stock price, as always been said since Dec last year, will go through a period of accumulation and fluctuation. At the end of day, it needs Blackwell mass production news for instituions to pump the stock again. That should be 2nd half. Right now, they are accumulating. 

It is that simple....