Wall Street's attention is heating up! Nvidia's earnings reports are imminent, will Blackwell be the catalyst for the stock price? Will it create a new wave following the Trump rally?

184295026 : Blackwell, on one hand, still has structural technical issues (chip heating issues) as seen in the latest MoMo article. Additionally, with the same chip,
- An AI for generating XX answers questions (simple text output)
- How many times, and how many questions can it answer in the same amount of time as the traditional chip?
Have such specification comparisons been announced with numbers? I might have missed it.
In other words, isn't it an exaggeration to say in the article, "Sell Apple stocks before the debut of the first-generation iPhone"?
The fundamental principle of investment is to understand what the investment target is, what kind of performance it has (quantified), calculate the expected profits from it, and only then proceed with the investment.
Without doing this and investing based solely on the momentum of the overwhelming opinions and atmosphere saying, "This is good!!!" around you, will result in a "loss." Similar to the unexpected turn in the previous NV financial results at the end of August.
I don't understand the specific numerical performance of Blackwell (where one chip can handle processing that would require more than XX existing chips, and it completes the task faster than XX seconds compared to processing with XX existing chips), but in recent economic articles related to NV, it can be inferred that the performance of the same chip is higher than the company's existing products. So, it's not a complete denial of investing in NV.
Out of the completely surplus funds that are not needed immediately, allocating around 10% for purchasing stocks of the company in anticipation of its growth might be a good idea.
However, if you unreasonably expect from NV, become greedy, and pour most of your own assets into it, it will lead to the following:
With the announcement of the US CPI in July and the simultaneous foreign exchange intervention, (following the intervention, the market showed a downward trend, and then came the shock of the BOJ meeting and rate hike at the end of July, followed by the unexpected drop in US employment statistics at the beginning of August leading to a world crisis exceeding the previous boom and hype), as many Twitter stock enthusiasts were saying during the intense and heated market before that, "Invest 90% of savings in stocks, investment funds, and other investments. Those who do not do so, why do they cherish their assets as cash for the future? I don't understand." and ridiculing those who do not invest, they later became "big losers" who disappeared from various SNS platforms including Twitter, due to things like the Nikkei surpassing the previous boom and the major crash in NV financial results at the end of August. In the period from June to early July of this year, during the extreme plunge in the yen exchange rate, there were indeed many investment solicitations being made... I don't know what happened to the people who were singing silly songs like "Let's go, Nvidia~♫" Now, those who are still investing are most likely the "investment enthusiasts" who survived the August crisis. Therefore, I believe they have a good sense of timing and when to pull out. I don't think they would engage in the foolish act of allocating more than half of their own funds to a single stock (even if it is a direct purchase, concentrating on one area may lead to significant losses in the event of a downturn, effectively applying negative leverage). For something whose future prospects are speculated, but the profit outlook from its actual performance and capabilities is uncertain, a "moderate" level of greed-free investment seems appropriate based on the lessons learned from past losses.