NVDA 在 7 倍 PEG 下被低估，合理股价应接近 300 美元；供应受限反而延长了其增长潜力的持续时间。
逐段跳播
这是你直接从 Nvidia 那里听到的。就像在说，老兄，要不是受制于这些限制，我们的业绩本可以翻倍。所以他们的限制，就好比说，如果我们现在产能利用率是 100%，然后我们说要放慢 30%，那我们实际上就会正好处在 Nvidia 受限制的那个水平上。
You heard it from Nvidia directly. It's like dude we'd be at a we'd be at a double if it weren't for the constraints. So their constraint so like literally if we're at 100%. And we're like we're going to slow down to the tune of 30%. we would literally be at where constraints are for Nvidia.
但这实际上对半导体反而是利好，AMD、Nvidia、数据中心、那些 CoreWeave、还有 SpaceX 之类的，因为这意味着你现在可以把这些公司的增长外推得更久。
But that's actually ironically bullish for semiconductors AMD, Nvidia, the data centers, the the coreweaves, the uh SpaceX, whatever, because it means you can now extrapolate growth for these companies for longer.
这就会延长对它们能在多长时间内支撑在 Nvidia、AMD 这类公司上支出的预估。
That then extends estimates for how long they could support spending at Nvidia, AMD, companies that whatever.
所以个股方面，人们可能会问，为什么 Nvidia 不是一只 300 美元的股票？它本该是的，它现在的市盈率才 7 倍。这太离谱了。
so individual stocks could be like why is Nvidia not a $300 stock? It it should be like it's a 7 peg right now. It's so ridiculous.
这个频道对 $NVDA 的历次判断
Meet Kevin 在这只股票上共 18 条判断，这里只列相邻的几条。