xAI is said to be raising up to $6 billion in funding at a $50 billion valuation, with the funding expected to be used to purchase 100,000 GPUs from Nvidia $NVDA for its data center in Memphis.
It depends on your time horizon. Blackwell demand is super strong so NVDA stock should do well over a period of 6-9 months if that is your time window.
But if you want to bet on this earning and make a quick $$, there is a 50-50 risk where its forward guidance is shy of the "whisper number".
xAI is said to be raising up to $6 billion in funding at a $50 billion valuation, with the funding expected to be used to purchase 100,000 GPUs from Nvidia $NVDA for its data center in Memphis.
我刚在楼下回了还是喜欢老黄的股票实在 LOL
It depends on your time horizon. Blackwell demand is super strong so NVDA stock should do well over a period of 6-9 months if that is your time window.
But if you want to bet on this earning and make a quick $$, there is a 50-50 risk where its forward guidance is shy of the "whisper number".
先问问自己，比旁边的人，有什么别人不知道的信息，市价还没有反映出来？否则最好的可能，就是50-50%瞎猜， 一半时间猜错，一半时间猜对。
再考虑进去，买卖价Spread，fees，和IRS提成（增值税），亏多赚少是必然的。Why Bother！除非有喜欢提前交税和多交税的癖好。