$NVIDIA (NVDA.US)$ The next big positive wave will be reflec...

The next big positive wave will be reflected in the performance with the profit from Blackwell, which will be fully reflected in the February financial statement for the next fiscal year.

The problem is that AI demand in the sector is likely to have a low return on investment in the long term, and there are various factors (politics, geopolitics, US economic slowdown, exchange rates) that are likely to have a negative impact externally.

Honestly, this half-year period seems to be a period of low risk of missed opportunities by not holding.

The most annoying thing is the next financial statement guidance, where there will be endless nitpicking on Blackwell's movements before it fully takes off. They will say anything to beat it down for the next season.