Duan Yongping announced: Ready to start selling some NVIDIA puts, NVIDIA is a very good company

Wallstreetcn
2025.02.27 09:51
portai
I'm PortAI, I can summarize articles.

Duan Yongping announced on Xueqiu that he is preparing to start selling put options on NVIDIA, stating that NVIDIA is a very good company. Although he mentioned that his understanding of NVIDIA is not comprehensive, he still expressed concern for the AI field. Despite a slowdown in revenue in the fourth quarter, NVIDIA still set a new high, with Blackwell's revenue reaching 11 billion, and the Q1 guidance exceeding expectations. Jensen Huang revealed that Blackwell chip sales in the first quarter have reached several billion dollars