NVDA 被低估且在技术面上具备上涨条件；突破 227 后将迅速升破 300。
逐段跳播
Nvidia 的估值只有其一半，约为 065。所以它的估值甚至不到一半。Nvidia 和 Cerebrus 都在研发超高速 token 交付芯片，无论是通过 Cerebrus 的晶圆级技术、晶圆级引擎，还是 Nvidia 已完成的对 Grock 的收购。
Nvidia trades for half of the valuation at about 065. So it trades for even less than half. Nvidia and Cerebrus are both working on ultraast token delivery chips whether it's through the Cerebrus wafer scale technology or the uh wafer scale engine or the uh Grock acquisition that Nvidia had completed.
所以，这对很多硬件标的都成立。比如，尽管 AMD 的估值是 Nvidia 的两倍，但基于其利润率，AMD 从大局来看实际上仍然相对便宜。
So, this is true for a lot of hardware plays. Like, even though AMD is trading for twice as much as Nvidia, AMD is still in the grand scheme of things based on their margins actually relatively cheap.
对于像 Nvidia 或 AMD 这样的标的来说，1.4 的 peg 实际上并不贵。这不是一笔糟糕的交易。话虽如此，Nvidia 的价格只有一半，这很了不起。
A 1.4 peg for a play like Nvidia or AMD is actually inexpensive. It's not a bad deal. That said, Nvidia is half the price, which is remarkable.
Nvidia 只是面临一个问题，就是它是一家规模庞大、估值昂贵的公司。所以推动它需要多得多的力量。
Nvidia just sort of faces the problem of being a large expensive company. Uh, and and so it takes a lot more to move that.
例如 Cloudflare 上涨 5.7%，与上涨 5.4% 的 Cerebraas 并驾齐驱。Meta 上涨 7%。苹果收涨。苹果理应比这涨得更多。Nvidia 也一样。但 Nvidia 必须突破 227 这道墙。
一旦 Nvidia 突破 227，在我看来，那才是硬件行情真正启动的时候，而且会水涨船高。你会从 227 涨到 300 以上，这是我对 Nvidia 的看法，而且会非常迅速。
Cloudflare for example is up 5.7% right up there with Cerebraas up 5.4. Meta's up 7%. Apple's green. Apple deserves to be even more green than that. So does Nvidia. But Nvidia's got to break through the 227 wall.
Once Nvidia breaks through 227, that in my opinion is is really when the hardware rally is underway and it lifts all ships. You'll go from 227 to over 300 is my take on Nvidia really rapidly.
而这实际上让我非常看涨。Nvidia。
And this actually makes me really bullish. Nvidia.
Nvidia 仍有 2800 亿美元的存储和芯片承诺尚未履行，这相当庞大。很多人会说：“哦，Nvidia 能付得起账单吗？”我们稍后再谈这个。我并不太担心。
Nvidia still has, you know, $280 billion of memory and chip commitments outstanding, which are, you know, pretty big. And a lot of people are like, "Oh, is Nvidia going to be able to pay their bills?"
We talk about that later. I'm not really concerned about it.
那些拿到更好条件、基本上获得利率套利的人，是那些由 Nvidia 背书、由 Nvidia 为数据中心提供担保的人。所以基本上你把 Nvidia 的信用押在了线上。
The ones who are getting a better deal who are getting interest rate arbitrage basic basically are the ones who are backed by Nvidia where Nvidia guarantees the data centers. So you've got Nvidia's credit on the line basically.
记住，Nvidia 是一家市值 5.4 万亿美元的公司。尽管它的估值是 Nvidia 的两倍，
remember Nvidia is a $5.4 trillion company. even though it's twice the valuation of Nvidia,
观察点
这个频道对 $NVDA 的历次判断
Meet Kevin 在这只股票上共 24 条判断，这里只列相邻的几条。