BaronLyly
09-03

$NVIDIA Corp(NVDA)$ A few months ago, everyone was worried that the upcoming Blackwell generation would cause demand for Hopper to plummet ("air pocket theory"). It was said that the period leading up to Blackwell chip shipments would be particularly difficult as customers would wait for the new chips. Now, NVIDIA is crushing expectations even with its "old" Hopper chips, proving once again that the demand for its GPUs is tremendous. There is no reason for NVIDIA to fall, the stock will soon be back above $130.

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