Pinkspider
01-27

The idea that a futures gap down is driven by a Deepseek LLM and China potentially building cheaper, more efficient GPU processing is wild. Feels more like market makers playing games to shake things up in a bull market. Bull runs always face obstacles, but the show goes on. In the short term, narratives often move markets more than fundamentals. The tech evolution remains intact.

MS Analysts Divided on Nvidia: Possible to Return to $150?
Morgan Stanley analysts are divided on NVIDIA's outlook. Greater China analysts have lowered shipment expectations for the GB200 chip, warning that in the worst case, deliveries may fall below 20,000 units. North America analysts, however, remain bullish, seeing the recent DeepSeek-driven selloff as a buying opportunity and maintaining NVIDIA as a top pick. In a report released on February 6, Morgan Stanley semiconductor analysts set a price target of $152, ------------- What's your target price for NVIDIA rebound? Is NVIDIA your top pick?
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