invest1 publisher
Nvidia guided 70% growth and can supply 70% of demand. The second number is the thesis.
The gap between Nvidia's forecast and the 44% sell-side consensus is an argument about other companies' factories, and the Korean stocks that jump when Jensen Huang books dinner are pricing it.
Publishers:fortune.com
Reality
- Evidence58
- Adoption66
- Hype gap+24
- Incentives71
- Confidence55