NVDA在227以下被低估且接近突破，在未立即出现衰退的前提下构成投资机会。
逐段跳播
他们是有意与 Nvidia 独家合作，这样就能拿到更多的芯片配额，尤其是用于轨道计算的芯片，等等等等。
They've got they're purposely going exclusive with Nvidia so they could get more chip allocation especially for orbital compute blah blah blah.
而这恰恰再次向我印证，Nvidia 感觉上很便宜。我已经抱怨 Nvidia 在 227 这条线以下显得便宜，感觉已经有好几个月了。
And that just reiterates to me, man, Nvidia feels cheap. And I've been complaining about Nvidia feeling chip uh cheap under the 227 line for what I feel like is months now.
但我忍不住要说，我认为它已经接近 Nvidia 可能很快突破这个天花板的位置了，我觉得这个天花板撑不了多久了。
But I can't help myself but say that I think it's getting close to where Nvidia could soon break out of this this ceiling right here I don't think will last much longer.
所以，如果我对特朗普带来的 taco 以及战争结束的判断是对的，而且我们还没有转向衰退，那么 Nvidia 就是一个机会。
And so if I'm right about the taco coming with Trump and the war ending and we're not turning the corner into recession yet, Nvidia is an opportunity.
这个频道对 $NVDA 的历次判断
Meet Kevin 在这只股票上共 17 条判断，这里只列相邻的几条。