HomeMarketsEarnings'Nitpicking' NVDA Guidance

'Nitpicking' NVDA Guidance

Ben Bajarin says it's hard to knock Nvidia (NVDA) after such a strong year, saying the challenge will be "expectations not demand." He points to demand for Hopper helping balance out Nvidia's ecosystem as it ramps up Blackwell chip production in 2025. Over the long run, he says that Nvidia's Hyperscaler customers may turn into its biggest competition.

Market On Close

20 Nov 2024

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