Nvidia强劲的业绩指引及循环融资的清晰度正获得市场认可，该交易逻辑持续有效。
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Nvidia 股价曾短暂跌破 227 美元的突破位，目前已收复失地并重回 227 美元上方。看起来我们正朝着收盘价高于 227 美元的方向发展，这非常利好。
Nvidia briefly lost uh that breakout over 227. It's now recovered. Uh it is back over 227. It looks like we're setting up for a closing over $227, which is great.
事实证明，或者至少看起来是这样，Michael Burry 在这次惊人的飙升之后已经平掉了他在 Nvidia 上的对冲头寸。
Turns out uh or at least it appears that Michael Bur has closed his hedge uh on uh Nvidia following this incredible surge.
AMD 是另一个例子，让我们看看 AMD……它一直在拒绝上涨并跌破 500 美元。让我们去看看 AMD 的情况。实际上，在 Nvidia 表现强劲的今天，AMD 却是下跌的。这几乎像是市场在说：“嘿，今天是 Nvidia 的日子。”
公平地说，Nvidia 有一段时间被市场遗忘了。所以很多人一直对 Nvidia 股价缺乏波动感到沮丧。现在终于有了一些热情，大家觉得“哇，Nvidia 终于能涨回来了”，这令人兴奋。
especially because when I look at the Nvidia earnings call, I could get a little bit and we talked about this this morning, but looking at that Nvidia earnings call uh video that we did, we broke down where generation is right now uh for these these cloud service providers, basically or the Neoclouds in this case. And you know, we're generating about $17 per gigawatt uh 17 million, sorry, 17 billion dollars per gigawatt. That's currently where leases are being signed with Anthropic. And so then that is exactly why people are scratching their heads going, well, how do we justify 50 to, you know, $40 to $50 or a billion dollars per gigawatt uh via Elon Musk's underwriting, right? Because that's how Elon Musk is underwriting his data centers. And that does lead some people to say, "Wait, how are we going to underwrite underwrite at those levels if if we're currently signing six-year contracts with Anthropic at $17? Seems like we're a little off." Uh AMD is another one of those that's um let's see AMD keep rejecting and losing 500. Let's go see where AMD is. AMD is actually down today on the Nvidia day. It's it's almost like the market saying, "Hey, today's Nvidia's turn." And in fairness, Nvidia has kind of been left behind for a while. Uh so a lot of people have been frustrated with the lack of movement in Nvidia stock. And so there's finally some enthusiasm that oh wow Nvidia can finally make it back. How exciting.
我想你看这里，Nvidia 在收盘前仍然上涨 9%，而 Palantir 大约上涨了 5%。
I suppose you've got uh Nvidia here now still up 9% into the close, about five on Palunteer.
我感觉看到资金正被 SpaceX 花在 Nvidia 芯片上。我认为 Nvidia 的独特之处，以及像 Amazon 或显然在一定程度上包括其他大型超大规模云计算同行在内的公司的独特之处在于，变现能力强的公司与尚未变现的公司之间存在差异化。
因此，我认为市场正在奖励的是强劲的业绩指引、以及对循环融资问题的一些澄清——今天和昨晚我们从 Nvidia CFO 那里听到了很多这方面的内容。归根结底，我们认为这是一笔持续的交易。
I feel I see the money getting blown on Nvidia chips by SpaceX. What I think is unique about Nvidia, what's unique about a company like uh you know Amazon or obviously to some extent uh you know their their larger hyperscaler peers is there's different differentiation between those who are monetizing and those who are not monetizing and and so I think what's being rewarded in marketplace is strong guidance uh expectations about some clarity on circular financing obviously we heard a lot of that today uh and last night from uh the Nvidia CFO but bottom line is that that is a trade that we think continues.
今天股市的一切都是围绕 Nvidia 展开的，因为它将对明天的其他股票产生影响。鉴于 Nvidia 交出的成绩单，这将让我们看到一片绿色（上涨）。
Today was all about the equity market because of Nvidia and the impact on other stocks tomorrow. it is going to ring us green after what Nvidia delivered.
Iron 获得了 Nvidia 的 Exemplar Cloud 状态认证，使用 Nvidia GB300 NVLink72，目标是到 2027 年实现 1.2 吉瓦的总 AI 云容量。哇。
Iron gets delivered Nvidia exemplar cloud status on Nvidia GB300 NVLink72 targeting 1.2 gawatts of gross AI cloud capacity in 2027. Wow.
这个频道对 $NVDA 的历次判断
Meet Kevin 在这只股票上共 10 条判断，这里只列相邻的几条。