Call · @danielnewmanuv · #235 on the leaderboard
@danielnewmanuv
@danielnewmanuv · Wed, Aug 26
Daniel Newman@danielnewmanUV$NVDA expecting 70% growth in FY 2028 should massively deflate bearish sentiment around slowing growth. This is even with broader competition and why we see a bull case of over $14 Trillion in cumulative capex between now and 2030.9d agoview on X ↗
$NVDA expecting 70% growth in FY 2028 should massively deflate bearish sentiment around slowing growth. This is even with broader competition and why we see a bull case of over $14 Trillion in cumulative capex between now and 2030.
tweeted Wed, Aug 26 · counted from Thu, Aug 27 close
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Long NVDA · Medium confidence
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