China risk always there, even discussed in earning call

Instituions already modeled this in their estimate. NVDA stock price, as always been said since Dec last year, will go through a period of accumulation and fluctuation. At the end of day, it needs Blackwell mass production news for instituions to pump the stock again. That should be 2nd half. Right now, they are accumulating. 

It is that simple....

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Top WS firms have 100s of researchers coined their model -三心三意- 給 三心三意 發送悄悄話 (0 bytes) () 03/26/2025 postreply 13:55:14

芯片這個玩意沒有AI,剩下的什麽時候回升?猴年馬月? -BBL123- 給 BBL123 發送悄悄話 (0 bytes) () 03/26/2025 postreply 15:03:15

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