Nvidia 看起来像是想要——我应该,让我把这话说准确。让我把这话说准确。Nvidia 看起来像是想要突破。
Nvidia's looks like it wants to I should let me phrase this let me phrase this correctly. Nvidia looks like it wants to break out.
关于 Nvidia 近期的交易和活动,有几件事让我印象深刻。那我就直接描述一下我在这里看到的情况。这是一只在 5 月大幅上涨的股票,当时它所有的客户,也就是那些超大规模云厂商,不仅公布了财报,还公布了前瞻指引和它们的资本开支计划。
A couple of things struck me about the recent trading and activity in uh Nvidia. So, I'm just going to narrate what I see here. This is a stock that had a massive runup in May when all of its customers, the hyperscalers were reporting not only earnings but forward guidance and their capex plans.