感覺NVDA 是妥妥的贏家，鏟子越賣越多，供不應求啊。據說中國也是，現在DeepSeek 上百度，微信都燒GPU

所有跟帖： 

• good news -三心三意- ♂ (0 bytes) () 02/17/2025 postreply 21:22:59

• 三心你發過NVDA的財報預計？華爾街期待多少？感覺NVDA前瞻肯定好，供不應求，就是不知道這個季度怎麽樣 -BrightLine- ♂ (0 bytes) () 02/17/2025 postreply 21:39:06

• 不一定，Blackwell 還沒有量產吧。 -三心三意- ♂ (156 bytes) () 02/17/2025 postreply 21:44:23

• Not sure where you got such impression? -tutututu- ♂ (771 bytes) () 02/17/2025 postreply 21:54:40

• I dont think you understand how biz runs, lol -三心三意- ♂ (0 bytes) () 02/17/2025 postreply 22:02:09

• We are talking about GB200 here -三心三意- ♂ (0 bytes) () 02/17/2025 postreply 22:03:05

• SMCI 用詞是”Ramp up“，鴻海用詞”production set to begin" -三心三意- ♂ (166 bytes) () 02/17/2025 postreply 22:14:01

• Right now, if NVDA is cautious, street will forgive them -三心三意- ♂ (84 bytes) () 02/17/2025 postreply 21:45:16

• Just be patient -三心三意- ♂ (0 bytes) () 02/17/2025 postreply 21:46:41

• buy Leap calls -tutututu- ♂ (167 bytes) () 02/17/2025 postreply 21:52:28