The market didn't buy Jensen Huang's story last night? The market showed no mercy as NVIDIA's stock price still plummeted. Even more embarrassing, NVIDIA's overnight drop happened right after Jensen Huang began his keynote speech. I think the main reasons are: first, the overall market was weak with the Nasdaq down nearly 2%; second, NVIDIA had already rebounded over 10 points, so the GTC positive news was already priced in; third, the market is too short-term focused and failed to recognize that this Show should be viewed from the perspective of long-term AI development...

Analysis of the capital expenditures of major companies: Last year, Goldman Sachs made predictions in May and October regarding the capital expenditures of major giants such as Microsoft, Google, Meta, and Amazon (all major clients of Nvidia). The two forecasts estimated growth of 14% and 15% respectively by 2025. At the end of October and the beginning of November, several major companies announced their financial reports, indicating an upward adjustment in capital expenditures. So what is the real situation? Recently, Microsoft, Google, Amazon, and Meta all released their financial reports. Alphabet announced on Tuesday that its capital expenditure plan for this year is $75 billion...

Regarding NVIDIA's rare downgrade of target price by HSBC: the target price has been lowered from $195 per share to $185 per share (based on a 32 times PE valuation). HSBC also reduced NVIDIA's earnings per share forecast for the fiscal year 2026 by 6%. Reason: It is expected that NVIDIA's GB200 supply chain issues will continue into the first half of fiscal year 2026 (from February 2025 to July 2025), resulting in limited "upside" growth potential for NVIDIA in the first half...

Non-investment advice, everyone, just take a look. I believe the most important thing in stock trading is trading expectations, and among those expectations, the most important is the expectation of performance growth. Goldman Sachs made a prediction in October, estimating the capital of several giants including Microsoft, Google, Meta, and Amazon (all major clients of Nvidia) to grow by 64% in 2024 (USD 219 billion) and by 15% in 2025 (USD 252 billion). At the end of October and the beginning of November, several giants announced their financial reports, and capital expenditures were slightly adjusted upwards. For example, Meta, Mark Zuckerberg said...