Meet Kevin 对 $NVDA 的判断变化

Let's focus on what matters a lot right now, and that to me is Nvidia's behavior above 227, baby. I mean, if Nvidia can hold this into the open here, that's uh that's going to be great for hardware.

So far the Q's in Nvidia are holding. Nvidia is a big test and Nvidia's Nvidia is doing fine. But, uh, Nvidia is doing great. Nvidia just broke out at 227.

It is fundamentally dirt cheap. This is a dirt cheap company as long as the AI boom keeps going. And, uh, there's really no sign of it stopping yet.

Nvidia up 3.7% today,

Nvidia's stock is likely to rise today because of this nearly completed $14 billion acquisition of Higginface . It's an acquisition deal worth approximately $12.9 billion, plus about $1 billion to retain employees.

Many believe that all of this may be related to what Sam just said about Nvidia's acquisition of "Higginface" and the "Neo" cloud issue. Well, first we have to remember that Nvidia has 15-year lease commitments for some data centers or some computing capabilities that it is trying to offload to third parties.