The analyst expresses a cautious bullish stance on Nvidia, acknowledging risk but indicating a position 'all in' Nvidia.
Despite risks, Nvidia's buybacks could ease pressure, making it a risky but potentially rewarding investment.
Hmm. Anthropic was trained on Google and Amazon so it had shown some utility. Amazon and Microsoft both provide cloud ai so they can serve external customers. Even there is a 50% chance I'm right, all in nvidia is an extremely risky proposition. They can ease the pressure with buybacks, nicely suggested by Cramer.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -1.3% | -1.1% |
| 1 week | -1.6% | -1.7% |
| 1 month | -2.5% | -1.8% |
| 3 months | — | — |
| 6 months | — | — |