把下麵回NVDA的帖子提上來
所有跟帖:
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我會看他的競爭者,如果被趕上就扔掉,不然就繼續加倉,哈哈
-BrightLine-
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02/01/2025 postreply
15:21:30
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看公司要看3個方麵
-三心三意-
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02/01/2025 postreply
15:30:05
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我認為1不是問題,哈哈,可能過分樂觀
-BrightLine-
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02/01/2025 postreply
15:32:25
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Let me say this again
-三心三意-
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02/01/2025 postreply
15:38:48
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Good points
-BrightLine-
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02/01/2025 postreply
15:45:43
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JHUANG的一個采訪也提到同樣觀點,看得出他也在不斷收購
-NewLeaf2021-
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02/02/2025 postreply
05:20:38
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餅有多大- 有幾家公司在賣餅 - 誰是大廚
-Zaplet-
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02/01/2025 postreply
16:08:19
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圖沒傳上來啊:)
-三心三意-
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02/01/2025 postreply
16:12:27
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比如說狗狗,劈柴這個大廚把一盤好菜硬是給燒焦了:)
-三心三意-
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02/01/2025 postreply
16:14:07
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又傳了一次,看得見嗎?請問為什麽狗狗還不換大廚,是因為還沒找到合適的嗎?
-Zaplet-
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02/01/2025 postreply
18:20:00
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我不投非技術出身的CEO掌管的大科技公司
-NewLeaf2021-
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02/02/2025 postreply
05:38:41
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Market size, MOAT & Dominance, Leadership strength
-NewLeaf2021-
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02/02/2025 postreply
05:17:27
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What does NVDA have to offer in Agentic AI and Physical AI?
-越挫越勇2-
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02/01/2025 postreply
15:26:03
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This is a great question. The answer directly impacts #1
-三心三意-
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02/01/2025 postreply
15:43:12
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這個分析怎麽樣?
-simonxp-
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02/01/2025 postreply
15:28:22
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I think this belongs to those 50% news :)
-三心三意-
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02/01/2025 postreply
15:34:05
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圖象識別手機上都行, 我還在用10係列gpu作訓練.
-mobius-
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02/01/2025 postreply
15:47:20
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誰能說說他們的機器人芯片怎樣?
-BrightLine-
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02/01/2025 postreply
15:58:40
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聽上去有點悲觀啊
-Sundae7788-
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02/01/2025 postreply
21:20:34