reading the bear cases on $NVDA after that quarter are puzzling to say the least i think people just want Nvidia to fail lol i don’t see the red flags, only thing I see is a continued trajectory of growth at every level china could grow 50%, sovereign is already growing 100%, jensen expects $600B in capex this year and for that to continue growing fcf margins up, double beat on rev/eps, $54B guide WITHOUT china included folks, $COST Costco is still more expensive than Nvidia very curious what the bear case is that people are coming up with because everything im reading just sounds like people don’t like Nvidia which is fine… but it’s not the red flag needed to exit the stock not to mention, the stock is up 100% since the lows and is at $4T, consolidating here is not bearish at all
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