NVIDIA (NVDA): Multiple KOLs Bullish on NVLink Ecosystem Moat and Revenue Growth Expectations

TechFlow reports, July 14, according to monitoring by the BlockFlow KOL opinion aggregation platform, NVIDIA (NVDA) has received bullish views from multiple KOLs, with core arguments pointing to the NVLink ecosystem moat and revenue model upgrade.

Specifically, P Equity Research cited Morgan Stanley's expectations that NVIDIA's revenue growth rate will surpass current high growth levels, and the new cloud service model will bring recurring revenue streams, with the price at the time $203.53. Another view emphasizes NVIDIA opening its ecosystem to third-party CPUs and custom chips via NVLink Fusion to consolidate dominance in network architecture, with the price at the time $210.96.