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← @viewsofchris

$NVDA

BULLISH2026-10-12
Price around the call
↑ 2026-10-12
By horizonMaturing · ~13 trading days to go
1d
✗ -2.1%
5d
✗ -4.1%
21d
…
Original post
Chris Lee · 2026-10-12

英伟达交出营收翻倍的季度,估值却跌到十年最低。增长是真的,便宜也是真的- 这种组合在成熟市场几乎不应该发生。 市场不是在说它不好,是在问另一个问题:它还能好多久?我们把这两本互相矛盾的账摆在一起对了一遍:公司讲的是成长股的账,市场算的是周期股的账。 账没有算错——只是有人算的是今年,有人算的是永远。 $NVDA

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