NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVDA Forum: Aktien Thema: Hauptdiskussion

Jedem seine MEINUNG mach was du willst ;) !!!

Danke 👍

Wenn dich der ⚡im A.rsch trifft, wirst du es wissen. Es ist kein Feigling es ist ein .🐒

“Nvidia’s competitive position remains sound, and we don’t expect any share loss from a minor delay…We see Nvidia as best positioned in AI, benefiting from full stack AI hardware/software solutions,” wrote Oppenheimer analyst Rick Schafer in a research note. Along with other analysts, Schafer pointed to Nvidia’s ability to extend its current-generation Hopper chips to cover any delay in Blackwell shipments and the minimal risk of share loss as major technology companies continue to covet the most powerful AI chips. Schafer reiterated an Outperform rating on Nvidia stock with a $150 target price. On Tuesday, NewStreet analyst Pierre Ferragu upgraded Nvidia stock to Buy from Neutral. He has a $120 price target. “We do not believe the issues related to packaging are signs of deeper, more fundamental issues,” Ferragu wrote. “It is a striking paradox, but a delay in the ramp of Blackwell actually eases supply chain constraints for Nvidia.” The analyst agrees customers will just spend more on the current-generation Hopper chips. Another analyst, Susquehanna’s Mehdi Hosseini played down the reports of major delays for Blackwell due poor chip yields. “Despite all the noise recently regarding the ramp of the new AI GPUs, our checks suggest yields at TSM [ Taiwan Semiconductor Manufacturing are stable even for advanced packaging and that wafer shipment forecasts for all applications, including AI/Blackwell, remain unchanged,” https://www.marketwatch.com/articles/nvidia-stock-price-buy-sell-d1321b85?mod=mw_quote_news

Natürlich hat jeder seine Meinung....die darf und soll auch jeder haben. Aber selbst dafür gibt es rote Linien. Wenn diese überschritten werden, dann hört der Spaß auf.

Tut dem Forum wenigstens den Gefallen und lasst euren Wahnsinn gegenseitig per PN los.

Erbärmliches Niveau hier. Wo ist der Admin? Feigling