AfraSimon
08-30

$NVIDIA Corp(NVDA)$ The quarter was all one could ask for. The guidance is higher than expected and they beat on revenue and earnings. Blackwell has a higher price tag and bigger margins. They also threw in a 50B buyback. JH also said in the interview that demand is amazing. They sell everything they make, and will still have the majority of market share. This stock will only see $85 if it splits again at $850. I'm going with $185 in 6 months, conservatively.

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