Deep Tide TechFlow message: On July 14, according to monitoring by BlockFlow’s KOL opinion aggregation platform, Nvidia (NVDA) received bullish views from multiple KOLs. The key arguments point to the NVLink ecosystem’s moat and an upgrade to its revenue model.



Among them, P Equity Research cited Morgan Stanley’s outlook that Nvidia’s revenue growth will exceed the current high-growth level. It said a new cloud services model will create a recurring revenue stream, with the price at $203.53 at the time. Another view emphasized that Nvidia is opening its ecosystem through NVLink Fusion to third-party CPUs and custom chips, strengthening its leading position in network architecture, with the price at $210.96 at the time.
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