🚨 🚨 UBS Is Bullish On Nvidia: “We are taking our CY25 revenue/EPS estimates ~20% higher to ~$175B/~$41 (Street ~$136B/~$30), driven almost entirely by changes to our mix assumptions for Blackwell (BW) as it has become evident to us based on numerous inputs from the supply chain that composition/mix for BW is shaping up to be much richer than Hopper”
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