The Analysts

Call · @godotsancho · #47 on the leaderboard

@godotsancho

@godotsancho · Thu, Aug 27

戈多Godot@GodotSancho
黄仁勋昨天电话会里，我觉得有三个点很值得看。需求比 70% 的增长指引更强；电力正在变成收入上限；NVIDIA 也开始把一次性卖硬件变成长期收费。 1⃣ FY2028 收入预计增长约 70%，非常夸张。但黄仁勋给出的需求预测接近翻倍，70% 是当前供应链能够兑现的上限。企业、主权 AI
8d agoview on X ↗

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Read as

Long MRVL, Long VST, Long ETN, Long VRT, Long CRW, Long NBIS, Long APLD, Long CORZ · High confidence

Confidence

High0.99

Counted from

Fri, Aug 28 · market close

Rank since this call

#58 → #47 · 7 scored days

#58

Aug 28

#58

Aug 29

#57

Aug 30

#58

Aug 31

#53

Sep 1

#45

Sep 2

#47

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 7 · counts fully until Sep 10 · fades out by Oct 8