Schwab Network 对 $NVDA 的判断变化

I said we had another topic. We talked about "Net" and " Now", and now we're talking about " Nvidia". So, let's move on to your third choice from the Big Three. Honestly, it happened by chance, but it's interesting.

Today, yes, we are talking about "Nvidia". It is certainly a name that commands a large following in the market, and has shown some relative strength recently. Once again, I think it's a name that could challenge the upper limit of the trading range during the next quarter.

Therefore, I believe that Nvidia will maintain this upward cycle, and is likely to break out of the range to record new record highs during this quarter.

take us through Nvidia and how you're looking at Nvidia right now. Uh, you know, it's just hard not to absolutely love Nvidia, you know, because of Jensen Wang. I mean, you know, I know I've been I'm I'm like the open-source AI guy.

I talk about it pretty much every week. I mean, we see what you know, Daario and Sam Alman, Open AI and Anthropic have been doing. And, you know, Nvidia is taking that different approach.

Now obviously Nvidia and Open AI or I'm sorry open AI and anthropic need uh Nvidia but you know Nvidia is just like hey we just want to power it and and it just reminds me what's so exciting about it is you know I lived through the PC era my first business was actually building PCs I know that might sound weird in these days but we used to bolt them together custom order and everything and you know whether it be DOSs and you know DOSs was Microsoft DOSs was like this way that made the computer accessible to everyone.

Then of course, Windows, you know, Windows 3.11 particularly, you know, it took off. Windows 95, so on. And all of these hardware providers, they were like, "Hey, we don't care what operating system you run.

Just buy our hardware and we know that that is Nvidia." And I just love the way that Jensen Wang is approaching it is just saying, "Hey, we're going to support everything. We're going to power this move."