【 Nvidia Shareholder Meeting Coming Tonight 】
June 25 (should be June 26 in Beijing time) is the Nvidia annual shareholder meeting.
Key highlights to watch out for:
1. Next-Gen Chips: Will the new 3nm process chips for 2027 provide specific performance metrics that are mind-blowing?
2. AI Orders: Can data center revenues rise 60-70% by 2026? How many orders are coming from cloud vendors afterward?
3. New Ventures: When will those smaller businesses like robotics and autonomous driving start turning a profit? Is there a timeline?
If Jensen Huang just recycles old talking points without any fresh info, the stock might see a short-term dip, with support around $185-190.
Trading Suggestions:
1. For high volatility: Buy NVDA, SMCI (server partner), MU (memory supplier) directly.
2. For a steadier approach: AVGO (Broadcom, AI switches), MRVL (optical modules).
Below is a list of stocks related to the "Jensen Huang concept" that may have some correlation during the conference:
June 25 (should be June 26 in Beijing time) is the Nvidia annual shareholder meeting.
Key highlights to watch out for:
1. Next-Gen Chips: Will the new 3nm process chips for 2027 provide specific performance metrics that are mind-blowing?
2. AI Orders: Can data center revenues rise 60-70% by 2026? How many orders are coming from cloud vendors afterward?
3. New Ventures: When will those smaller businesses like robotics and autonomous driving start turning a profit? Is there a timeline?
If Jensen Huang just recycles old talking points without any fresh info, the stock might see a short-term dip, with support around $185-190.
Trading Suggestions:
1. For high volatility: Buy NVDA, SMCI (server partner), MU (memory supplier) directly.
2. For a steadier approach: AVGO (Broadcom, AI switches), MRVL (optical modules).
Below is a list of stocks related to the "Jensen Huang concept" that may have some correlation during the conference: