看一看花姐專業的英偉達前景模型預測

Ignore the outliers…

Bear case: assume only 7% YoY revenue growth in 2025 (2% per quarter)

Base Case1 : Assume 45% YoY (10% per quarter) revenue growth in 2025

This model also assume gross margin will come down to low 70% in 2025

based on this, the absolute floor for NVDA would be 90s (which is already unlikely as this assumes they only grow revenue by 2% quarter over quarter)

130s would be safe bet given AI industry’s current progression

More likely NVDA will go above 130s

This model is for 2025 so NVDA will have to show it can hit one of these trajectory in its next earning report to hit 130s