#TradFi晒单
$NVDA is bullish; the AI compute “core” remains solid. Cloud providers’ capital expenditure continues to ramp up, with new product launches such as Blackwell and Rubin providing follow-on momentum for earnings. A full-stack software and hardware ecosystem builds strong barriers; demand from sovereign AI and enterprise customers continues to grow. High-margin, cash-rich free cash flows are solid. In the short term, performance may fluctuate with sector volatility, but in the long term, ongoing iterations of AI models will keep driving demand for compute purchases.
$NVDA is bullish; the AI compute “core” remains solid. Cloud providers’ capital expenditure continues to ramp up, with new product launches such as Blackwell and Rubin providing follow-on momentum for earnings. A full-stack software and hardware ecosystem builds strong barriers; demand from sovereign AI and enterprise customers continues to grow. High-margin, cash-rich free cash flows are solid. In the short term, performance may fluctuate with sector volatility, but in the long term, ongoing iterations of AI models will keep driving demand for compute purchases.