Well said it is hard to believe it is already way over a year when this first started. They are going to have such an installed base in a few years and by the time everyone gets their fill there will be a new cycle starting. Once you have the market share it is almost impossible to make inroads unless Nvidia falters and I don’t see that happening.
Nvidia is going to be the leader for some time but not sure when the market will change the direction. Stock has to hold above 120 and then the next hurdle will be above 130. I personally think it's going to take one heck of a blow out quarter to get this above 140 but doubtful this year. I'm still thinking 2 quarter of next year.
Q1 - 02/01 to 04/30, Reports Q mid to end of May Q2 - 05/01 to 07/31, Reports Q mid to end of August Q3 - 08/01 to 10/30, Reports Q mid to end of November Q4 - 11/01 to 01/31, Reports Q mid to end of February
NVDA is apparently sticking by its prediction that Blackwell production should "ramp up" in the 4th Q - which begins in November.
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