Gene Munster @munster_gene

來源: Nanqiao123 於 2024-08-28 18:17:11 [] [舊帖] [給我悄悄話] 閱讀數 : (2117 bytes)

On the call I’ll be listening for more color on the Blackwell ramp, as well as the timing on when Jensen believes they will reach supply-demand equilibrium. As a reminder, three months ago he expected that milestone “well into next year”. While it’s likely that he reiterates that same language, the reality is reaching equilibrium got pushed out by three months given the timing of the Blackwell ramp. Barring an unexpected turn on the earnings call, I expect shares to trade higher over the next week. $NVDA

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