I’m particularly interested in how Nvidia’s margins hold up as memory and component costs rise. If it can maintain strong profitability despite higher input costs, that would reinforce my bullish long-term view and highlight its pricing power across the AI ecosystem.
I’d rather accumulate NVDA gradually than chase a big move around earnings. Short-term volatility is likely, but if AI demand continues to compound over the next few years, I’m comfortable treating meaningful pullbacks as opportunities to build my position.
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- fizzzi·08-24 16:03TOPI care more about whether data center gross margin can stay above 70% — that says pricing power, not just demand. Blackwell demand is the easy part lol1Report
- 1PC·08-24 22:19TOPNice Sharing 😁 @Aqa @DiAngel @JC888 @Barcode @koolgal @Shernice軒嬣 20001Report