我投資股票，更注意大方向。 關於NVDA，我的觀點始終沒變
1: Longer term, NVDA can not maintain its current valuation level UNLESS it finds new product segment(s) and dominate those segements. Hardware sales is Capex intensive business and no one can defeat the cyclic nature of this business。I have expressed this opinion in numerous times in last 12 months.
2: I originally expected that 2026-2027 would be the years NVDA valuation start to be seriously challenged.
3: Does DS event mean this timetable is now 2025? As I mentioned last week, I dont know. At this time, 50% of the "news" after DS event are just fake, designed to shake the market so certain people can profit. Frankly, NO ONE here knows. So, again, let dust settle, and let price action tell you.
