My guess on NVDA...

來源: 2025-01-27 11:51:27 [舊帖] [給我悄悄話] 本文已被閱讀:

We should see some technical rally and bounce. However, the upcoming Hyperscaler earnings will be crucial to determine if we can get a sustained rally in NVDA. I bet every earning conference call for Meta, MSFT, Google, Oracle, Tesla, and AMZN, a question will now be asked: Is your 2025 Capex planning still staying the course?