We should see some technical rally and bounce. However, the upcoming Hyperscaler earnings will be crucial to determine if we can get a sustained rally in NVDA. I bet every earning conference call for Meta, MSFT, Google, Oracle, Tesla, and AMZN, a question will now be asked: Is your 2025 Capex planning still staying the course?
We should see some technical rally and bounce. However, the upcoming Hyperscaler earnings will be crucial to determine if we can get a sustained rally in NVDA. I bet every earning conference call for Meta, MSFT, Google, Oracle, Tesla, and AMZN, a question will now be asked: Is your 2025 Capex planning still staying the course?
They care if hyperscaler will spend the amount of $$ they said they will. If any hyperscaler pull back, NVDA revenue will suffer in 2025.
高端AGI/ASI会仍然需要巨大的算力，特别是训练阶段。
低端则不需要巨大的算了，特别是应用频率更高的推理（inference）。Deepseek证明了苹果平板电脑，就可以运行功能蛮强的LLM大模型。
risk.
比较担心后续会不会继续下跌。这次基本面有改变会比较危险。今天账户大缩水。
volume, or 7-8% below purchase price. 所以纠结
They seem not defend nvda, but become defensive for their past decision :-).
Big guys this week will affirm to stay on course for their AI spending. Will that assure the street? Could allocation of the fund be different?
Could the algorithm thing open doors for other chips (google, amzn, amd) on inferencing?
Will margin be impacted?