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GTC 2024: Will NVIDIA hit the $1,000 mark?
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猪猪boy__ joined discussion · Mar 19, 2024 23:19

Yesterday's GTC by NVIDIA overall felt like NVIDIA strengthe...

Yesterday's GTC by NVIDIA overall felt like NVIDIA strengthened its moat, but did not mention the price of Blackwell and potential customer demand, so it is impossible to evaluate the sales situation in 2025. Personally, I have decided to continue holding NVIDIA and will continue to increase my position in NVDL today. Companies in the semiconductor space will undergo differentiation. Tomorrow's Federal Reserve meeting, the main focus will be on whether there are any changes in the dot plot.
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