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GTC 2024: Will NVIDIA hit the $1,000 mark?
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Yesterday at Nvidia's GTC, the overall feeling was that Nvid...

Yesterday at Nvidia's GTC, the overall feeling was that Nvidia strengthened the moat, but there was no mention of Blackwell's price or potential customer needs, so it was impossible to evaluate sales in 2025. I personally decided to continue holding Nvidia and continue to increase my NVDL position today. The semiconductor companies will be divided. Tomorrow's Federal Reserve meeting will mainly look at whether the bitmap has changed.
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