Solid report

來源: 越王劍 於 2024-11-20 14:51:50 [] [博客] [舊帖] [給我悄悄話] 閱讀數 : (223 bytes)
回答: Nvidia earnings, forecasts top expectations 由 HenryLi 於 2024-11-20 13:27:55

They need to jack up the supply to meet the demand now. It's challenging. Also we need to watch CapX from Msft, Meta, Tsla, etc. If they slow down spending next year, NVDA will likely be miss somewhere in 2005.

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