NVDA短期可能存在泡沫，但长期（10年）投资逻辑依然成立，因为关键AI基础设施支撑其营收。
逐段跳播
这条视频里关于 $NVDA 说的每一段，按说话顺序排列。点任意一行，上面的视频跳到那一刻。
这是否改变了我认为它可能具有泡沫性质的看法？并没有。我认为，人们有时会忘记这一点。顺便说一句，Nvidia 正在测试 227 这一线位。来吧，突破它。
Now, does that change the fact that I think it's, you know, potentially bubbly? No. You know, and this is, I think, sometimes what people forget. Oh, by the way, Nvidia is testing the 227 line. Come on, baby. Breakthrough.
顺便说一句，Nvidia 正在测试 227 这一线位。来吧，突破它。我的论点是，从长期来看——比如10年的跨度——支撑 Nvidia 收入的基础，实际上是由 OpenAI 和 Anthropic 构成的三角关系，它们真正支撑起了这种 Nvidia 支出三角关系的整个基础。
Oh, by the way, Nvidia is testing the 227 line. Come on, baby. Breakthrough. my thesis is that the long-term like the the 10-year horizon for uh the foundations that Nvidia is building its revenue on top of, which is really like this triangle of open AI and uh anthropic, you know, they really hold up the whole foundations of this sort of triangle. angle of Nvidia spend.
这个频道对 $NVDA 的历次判断
Meet Kevin 在这只股票上共 8 条判断，这里只列相邻的几条。