I think NVDA will continue to be range traded near term

Above 150 is likely to start see selling pressurebe, and below 120 will find buyers

Everything is on track, earning is solid, and blackwell is on schedule. But there is no suprises in this report, not seeing catalyst to pop this baby above 160 just yet.

所有跟帖： 

• As it stands now, NVDA trading at exact 30 forward PE -三心三意- ♂ (0 bytes) () 02/26/2025 postreply 14:45:16

• 150賣，120買？倒騰幾次？ -BrightLine- ♂ (0 bytes) () 02/26/2025 postreply 14:45:37

• I will continue to hedge at these two pivot point -三心三意- ♂ (0 bytes) () 02/26/2025 postreply 14:47:04

• 嗯，向我學習，哈哈哈 -米奇的廚房- ♂ (0 bytes) () 02/26/2025 postreply 14:47:06

• 這挺好，就怕搗騰飛了 -CastlePines- ♀ (0 bytes) () 02/26/2025 postreply 15:37:23

• One thing we can derive from Jense's comment is -三心三意- ♂ (569 bytes) () 02/26/2025 postreply 14:56:03

• Enterprise market 和 CSP market很不同，price sensitive, 而且需要很多sales m -Wakeland- ♂ (0 bytes) () 02/26/2025 postreply 15:31:00

• 規模化至少需要三、五年 -Wakeland- ♂ (0 bytes) () 02/26/2025 postreply 15:32:00

• Unless Jensen is withholding certain things until GTC, he -越挫越勇2- ♂ (57 bytes) () 02/26/2025 postreply 15:00:57

• Just pulled the trigger ~ 買單已入 -任靜鍋-- ♂ (268 bytes) () 02/26/2025 postreply 15:01:30

• 鼻子比我家狗狗還靈呢. :-D -越挫越勇2- ♂ (0 bytes) () 02/26/2025 postreply 15:02:36

• 啥意思？ -任靜鍋-- ♂ (240 bytes) () 02/26/2025 postreply 15:04:50

• 為啥為啥為啥? -越挫越勇2- ♂ (0 bytes) () 02/26/2025 postreply 15:06:58

• 不想賭錯方向啊 -任靜鍋-- ♂ (286 bytes) () 02/26/2025 postreply 15:17:28

• TY for sharing! I so look up to you :-D -越挫越勇2- ♂ (0 bytes) () 02/26/2025 postreply 15:27:54

• 壇上每兩個人中至少有一位水平比我高 and/or 資曆比我長 -任靜鍋-- ♂ (246 bytes) () 02/26/2025 postreply 15:37:34

• 你們2個打一架把 -cnrhm2017- ♂ (0 bytes) () 02/26/2025 postreply 16:00:11

• I didn’t Hear anything more exciting -越王劍- ♂ (40 bytes) () 02/26/2025 postreply 15:03:07

• 老黃要學一下畫餅 -BrightLine- ♂ (0 bytes) () 02/26/2025 postreply 15:07:08

• I only heard Deepseek once -越王劍- ♂ (126 bytes) () 02/26/2025 postreply 15:13:48

• Actually, they did mention about geopolitics -三心三意- ♂ (156 bytes) () 02/26/2025 postreply 15:16:32

• 他說export control以後，中國的收入隻有以前的一半 -BrightLine- ♂ (0 bytes) () 02/26/2025 postreply 15:20:03