Check this out - the future Ruben platform of NVDA

來源: 2024-12-06 13:09:35 [舊帖] [給我悄悄話] 本文已被閱讀:

If you are an NVIDIA shareholder… URGENT WARNING

Timestamps:

00:00 Intro

00:48 Key Insight: Morgan Stanley's Report on Rubin's 16x Performance Improvement

01:15 Comparison to the iPhone's Market Disruption

03:30 Rubin Platform Timeline: Production in 2025, Mass Production in 2026

04:32 Blackwell vs. Rubin: Exponential Growth in AI Capabilities

05:16 Real-World Applications: Medical Imaging, Autonomous Vehicles, and Scientific Simulations

06:03 NVIDIA's Tech Moat: 3nm Process, HBM4 Memory, and Competitive Advantage

06:39 Second Derivative Growth Theory: Creating New Markets with Better Chips

07:04 Pricing Strategy: Tiered Pricing for Different Customer Needs

07:45 Elon Musk's Premium Pricing for NVIDIA Chips

08:39 Economics of Tiered Pricing: Capturing All Customer Segments

09:04 Stock Chart Analysis: Support, Resistance, and $150 Price Target

10:10 Why NVIDIA's Stock Is Not Overvalued

11:00 Personal Reflection: Escaping the 9-to-5 and Financial Freedom

11:44 Outro