some investors do not believe the spending can sustain

Stock is always 12 months forward looking. If hyperscalar pull back spending in 2026, NVDA stock will crash 6 months ahead of that

所有跟帖： 

• if big Tech spend $300B in '25, but $100B in '26 ... -三心三意- ♂ (161 bytes) () 11/03/2024 postreply 14:23:47

• 哦 人們總是擔心那個拐點 ---野牛--- ♂ (0 bytes) () 11/03/2024 postreply 15:36:17