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Nvidia's Q4 Revenue Surges Over 78%, Nearly 8x Higher Than 5 Years Ago: Analysts Debate Stock's Next Move As Jensen Huang Says Blackwell Production Has Been Ramped Up
Morgan Stanley: NVIDIA's Earnings Reports are not perfect, but the "growing pains" during the transition are fading, and Blackwell is about to experience a full explosion.
Morgan Stanley stated that the demand for Blackwell remains strong and will continue until the end of the year, NVIDIA's transition issues are gradually fading, a full explosion of Blackwell is imminent, and the pressure on gross margin is only temporary. AI spending is not a bubble but cyclical, and market enthusiasm will reignite in the next 6-9 months.
Everything You Need to Know About Nvidia's Q4 Earnings
Phil Dunn : They are quite similiar but consisted with different % of chip stocks
Better to invest in S&P500 etf for 20 years