Reported about 10 hours ago
The potential for Nvidia's stock to rise again likely hinges on increased real-world AI applications rather than the company's recent innovations alone. Eric Jackson, founder of EMJ Capital, emphasizes that real demand will stem from Nvidia's partners and their customers utilizing its technology, particularly the Blackwell chips. Recent developments from companies like Palantir also highlight the anticipation of practical AI applications, which could motivate further investment in Nvidia. Despite impressive announcements at its annual GTC event, Nvidia's stock has struggled, reflecting market skepticism about growth sustainability.
Source: YAHOO