$NVIDIA(NVDA.US) grinding to 211 and Jensen still talking $3-4 trillion a year in AI infra by 2030. that number is either the trade of the decade or the bubble of the decade. i'm long the core and betting it's real, but not adding at new highs into a week with CPI, five bank earnings and Hormuz all live. hold and watch, don't chase.
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.
Post your comment
No Comments