The Compound 对 $NVDA 的判断变化

2026-09-29看涨
《That Feeling Something Bad Is About to Happen | WAYT?》
NVDA值得买入;技术面显示即将突破,并受到强劲的自由现金流预测和1500亿美元回购的支撑。

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.

2026-09-22看涨
《Josh’s Worst Call This Year | WAYT》
NVDA目前以16倍预期盈利交易,当前价格反映了对其盈利可持续性的疑虑,若创纪录利润得以延续,将构成看涨机会。

大多数人工智能应用严重依赖图形处理器(GPU),而这是一个由 Nvidia 主导的领域。

Most artificial intelligence applications rely heavily on graphics processing units (GPUs), an area dominated by Nvidia.

我们看到像 Apple、Nvidia 和 Meta 这样的公司,同时都在重新调整自己的定位。Apple 和 Nvidia 不得不重回正轨,两者都距离各自的历史高点仅差几美分。

We see companies like Apple, Nvidia, and Meta , all at the same time, reorganizing their positions. Apple and Nvidia had to get back on track , both being just cents away from their record highs.

2026-09-18看涨
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2026-08-25看涨
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