The news is that there is no new information from the analyst day at Nvidia (NVDA) . We were erroneously giving credit to Nvidia for making good presentations — there was already so much lipstick on this pig that no lipstick was left for the analyst day.
Nvidia claimed growth in core graphics would offset MCP roll-off this year, with a path to 55% gross margins. Most of the time was spent revisiting existing information, making the analyst day of little value to investors.
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