The reason the stock is going up has more to do with this than Jensen, in my opinion. If anyone can recall that analysts were upset when Jensen would not give specifics on Q4 Blackwell revenue during the last earnings call. He only said that it would be "billions" in revenue. Now they have a specific number and 10 billion is way higher than expected. The margins will likely be high as well.
Morgan Stanley: NVIDIA To Earn $10 Billion In Revenue From Blackwell Chips Alone In Q4 2024
byu/salacious_lion inwallstreetbets
Posted by salacious_lion
7 Comments
What EOY price do you see for Nvidia?
Why should I give a fuck about what Morgan Stanley says. They could be flat out wrong on this.
https://www.reddit.com/r/Maristech/s/xd4tT9XUBl
I see NVIDIA at 150 +/- 5 by the end of the year
Its obviously going to go to the moon now, I lightened up my position by selling some. You all are welcome. I will allow you to Venmo tips
so Morgan Stanley is telling regards to:
https://preview.redd.it/xhhco1eovsqd1.jpeg?width=1024&format=pjpg&auto=webp&s=06480bb36f68b72946862ce6a2841e767fbe72db
Don’t care why it is going up…I just want to to go to $130 by the close of the week, 😂 😂😝!