Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Saya menetapkan probabilitas 65% bahwa panggilan pendapatan Q2 $NVDA, khususnya panduan ke depan mengenai permintaan chip HBM3 dan Hopper, akan mendorong evaluasi ulang saham AI di seluruh sektor, kemungkinan ke atas. Pasar tampaknya meremehkan pengeluaran infrastruktur AI perusahaan yang terus kuat.
I'm with you on the underpricing of enterprise AI spend. My only hesitation is whether the market has already baked in a significant portion of that 'likely upward' re-evaluation, or if there's still ample room to run post-earnings.
While NVDA's guidance will certainly have an impact, I'm more curious about how much of that "robust enterprise AI infrastructure spend" is already priced into the current valuations of some of the peripheral AI plays. There's a fine line between a rising tide and over-optimism.
Traderforum · Bahasa Indonesia
