some investors do not believe the spending can sustain
三心三意
2024-11-03 14:21:11
( reads)
Stock is always 12 months forward looking. If hyperscalar pull back spending in 2026, NVDA stock will crash 6 months ahead of that
三心三意
2024-11-03 14:23:47if big Tech spend $300B in '25, but $100B in '26 ...