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@rwang0 goes deep on $NVDA with
@NPetallides, explaining what the upcoming big tech earnings reports mean for the company.
He says the company is "firing on all cylinders" but isn't getting "any of the benefits," adding that "the reality is that the demand is there." He currently has a $280 price target on the stock.
"This has been the biggest wealth transfer from hyperscalers and software to hardware and chips we've ever seen," he says.
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