$エヌビディア (NVDA.US)$ ブロードコムが不調なため、明日重要なデータが発表されるが、エヌビディアは9倍の成長...

• Mr.Peanut : 看起来博通的数据还可以为什么也暴跌了。

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• pootpoot スレ主 Mr.Peanut : the guidance was lower than estimates i think

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• 151735130 : So does that mean this is a good news for nvda

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• 103480872 Mr.Peanut : guidance is more important at this stage, we need to predict NVIDIA's revenue in future

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• Ultratech : good thing you're always wrong lol

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• pootpoot スレ主 : as i have summarised earlier.. it seems more than 70% of semiconductor companies are tanking with their ER. maybe its a quarterly thing? or a decline in demand..?

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• pootpoot スレ主 Ultratech : yes im wrong... sorry sir. i never hold position at 125 dollars as brave as u my dear sir

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• a100b pootpoot スレ主 : 明年如果中国有突破就痛了，今年还可以我看来

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• Ultratech pootpoot スレ主 : I'm waiting for my other positions to  grow too.  you dunno how my big my position is tho you'd probably be jealous

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• 103480872 pootpoot スレ主 : to me, it looks like a bubble. The most important thing is profit. The demand is not gonna be sustainable if NVDA's customers don't get much profit. This reminds me of PayPal and SEA during post covid.

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