Above 150 is likely to start see selling pressurebe, and below 120 will find buyers
Everything is on track, earning is solid, and blackwell is on schedule. But there is no suprises in this report, not seeing catalyst to pop this baby above 160 just yet.
The days companies pay any price to get NVDA chips without any question is behind us. Now NVDA has to work with customers to customize some part of the solution, and CSP growth at some point will inveitably slow down. Jense has high hope for enterprise market to pick up and drive additional revenue. What it is not clear from his comment is "timing" and "when".
The good news is that NVDA may trade like a more stable company, growing at healthy speed with PE bouncing between 25-35 --- meaning, it is more predictable.
Above 150 is likely to start see selling pressurebe, and below 120 will find buyers
Everything is on track, earning is solid, and blackwell is on schedule. But there is no suprises in this report, not seeing catalyst to pop this baby above 160 just yet.
The days companies pay any price to get NVDA chips without any question is behind us. Now NVDA has to work with customers to customize some part of the solution, and CSP growth at some point will inveitably slow down. Jense has high hope for enterprise market to pick up and drive additional revenue. What it is not clear from his comment is "timing" and "when".
The good news is that NVDA may trade like a more stable company, growing at healthy speed with PE bouncing between 25-35 --- meaning, it is more predictable.
he might be saving some good news for the event?
不是真粉哈，但闻到了钱味 ～ Buy (a tiny piece of) a great company at a fair price.
Maybe they should talk more about the threat and ask for government money. Lol...
DS is irrelevant already.
However, the answer is very muted as in "we will follow whatever governement export control policy requires", lol.
我下单做一个交易，必须有edge，否则就不做。（即使这样，有时判断失误还是会被套。）
财报不错，即使暂时跌15-20刀，用卖CC还可以忍受 （这是downside分析）；我判断更大可能是1-2周内涨到140或以上。
但我不介意分享我的经验教训，尽管有些是costly mistakes.