BofA on $NVDA (Buy, PT $275): We hosted Nvidia IR
chyang98
2025-12-11 08:13:24
( reads)
BofA on $NVDA (Buy, PT $275): We hosted Nvidia IR Toshiya for a virtual investor meeting. Key takeaways:
— Wall St Engine (@wallstengine) December 11, 2025
1) next-gen Vera Rubin is on track for 2H26 with no change to roadmap, pre-fill inference CPX version also on track for Q4’26;
2) NVDA GPUs remain a full generation ahead… pic.twitter.com/EKPnKM1G15