Meet Kevin 对 $NVDA 的判断变化

For example, our latest Robin chip has ten times the bandwidth capabilities compared to the H100 chip that Nvidia used.

Many people overlook the fact that Nvidia, despite its primary focus on graphics processing units (GPUs) , expects to dominate the CPU market in favor of one or more specialized companies like AMD,

Obviously, Nvidia is right on my 227 line.

And on top of that, you got uh a um you broke our 727 line on Nvidia. You know, I didn't even mention that. I'm pretty sure that was in the alpha report, too. Let me go look really quick.

Alpha report. Let's see. Uh alpha 921. And so this morning on Nvidia, did we put Oh, yeah. There we go. Okay. If Nvidia holds 220 for about 10 minutes today, I expect stable to up cues today on bullishness for the week.

Oil down, geopolitical progress, rate expectations down. Nvidia should break 22706 soon. When it does, that ushers in hardware rally 2.0.