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。
因为只会抄别人的东西，网上各家说法不同，自己又没能力去做自己的调研来判断哪家说得对，到底信哪家的说法呢? 就是50%-50%瞎猜了。50%-50%实际上就是说我不懂嘛。还有EXCUSE呢，因为 "Nobody knows"....
据说分析股票有1，2，3步骤，难道最后结论就是 "Nobody Knowes " ??
女大3个月前就说了，3Q季度MARGIN可能会下降主要是因为BLACKWEL GPU量产初期的合格率不太好，还有。。。就不说了，去猜谜吧。哈哈
咱NVDA仓位大。跌1%都心疼。哈哈。你赶紧说说