Bernstein's Stacy Rasgon on why Nvidia still has room to run
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Published 2024-07-08
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All Comments (21)
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This guy gets it. He really understands the technology.
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The administration's incompetence and corruption are becoming increasingly absurd. I feel horrible for people with disabilities who aren't getting the support they require. Thank you Leah Foster Alderman. Imagine investing $1.5k and receiving $6.5k in four days.
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One of the few Wall Street analysts who doesn't have his head stuck up his ass when it comes to tech.
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OMG. How many times are we going to have this discussion?!!? I feel for you Stacy
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Rasgon is the MAN！
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I can't believe I've owned my Tesla for more than a year, but even if it's not flawless, I still love my car.
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I LIKE THAT GUY!!!!!!!!!!
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Listen to how thin the application discussion is!
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Look at the tangible value provided/transistor in the past, then look at what Nvidia is providing with AI -IT’S TERRIBLE!!!! Order books are full because truckloads of money have been given to any startup that can say AI. What happens when anyone asks for revenue?
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Ask Stacy about OSATs please
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He nail it
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Anyone who’s thinking about investing in invidia remember Taiwan semiconductor might get taken by china and once that happens invidia won’t be able to make any gpus that they’re making rn.
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It management demands it.
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Valuation is also driven by future sales and profits that's where surprise could be there.
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Has nvda talked about a dividend
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Why does he not own semiconductors? Is that weird., I mean, what does he invest in?
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stonks only go UP so BTFD
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EV and AI tech delivers large Gains in 2024. FSRNQ.. Fisker rising 4 % early..Zapp charging over 80 % today... Lucid up 2 %..Xos Trucks.. Joby Evtol Jets..Plug ..Evgo and more.
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dont listen to this guy.
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📈🟢⚫️ NVDA 🖤💚🇺🇸
