China risk always there, even discussed in earning call

来源: 三心三意 于 2025-03-26 13:53:04 [] [旧帖] [给我悄悄话] 阅读数 : (374 bytes)

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....

所有跟帖： 

• Top WS firms have 100s of researchers coined their model -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 03/26/2025 postreply 13:55:14

• 芯片这个玩意没有AI，剩下的什么时候回升？猴年马月？ -BBL123- ♀ 给 BBL123 发送悄悄话 (0 bytes) () 03/26/2025 postreply 15:03:15

请您先登陆，再发跟帖！