$NVIDIA(NVDA.US)
Yesterday’s sell-off felt loud, but it wasn’t about NVDA’s fundamentals.
The drop came from macro and political noise, not from any change in demand.
Jensen’s comments at Davos reinforced that AI adoption is still expanding into real industries like healthcare and drug discovery.
No signs of capex pullbacks or order weakness so far.
@Bridge Buzz SG
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
