Founders AM: Best NVDA Analysis
Feb 22, 2024
Housekeeping: Good Morning.
We have seen no less than 14 NVDA reports so far and attached several of the good ones. If you want to know about NVDA specifically, read the GSTECH Trader1 ones. Short sweet and insightful.
If you want to read on the industry itself, Read the GS regular or Barclay’s report
Bottom Lines: Revenues surprised, “Accelerated computing and generative AI have hit the tipping point with Demand surging worldwide across companies, industries and nations".. and Europe seems to be buying into this vey strongly now.
***Fed’s Not Cutting anytime soon, NVDA dominates***
Contents:
News Headlines
GS, JPM Trader Notes
PVM Oil Daily
Also: 4 Trading Takes on NVDA….. very informative