Uncertainty Over Nvidia's Future Amid Mixed Catalysts

3 months ago

"Nvidia is really hard to tell what's going to happen. I mean, in some ways, it's going to, you know, it really depends on what this super cycle looks like, but will the cycle end? You know, could it be a 20-year super cycle? Quantum is rallying here a little bit. Nvidia, you know, making all-time highs at $211 now. I don't know why Nvidia is trying to sell the Quantum because I think that quite frankly, Quantum doesn't have the money to really help Nvidia too much."

The speaker offers a nuanced commentary on Nvidia, expressing uncertainty about its future trajectory amid a mix of robust market highs and confusing strategic moves, such as the sale of Quantum. The commentary reflects caution due to potential cyclicality and ambiguous catalysts.

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