of the ongoing revenues as well. Right. Like that is like 100% what I would do. And it's almost like a logical extension of, you know, the LTAs where they're kind of trading upside for durability. Here, you know, you can you know, you can effectively get a royalty on recurring revenues. And that is that is what Nvidia is doing. And I do think that is very misunderstood. And I think it would serve Nvidia well to really
And that is that is what Nvidia is doing.
Acierto: 0 Fallo: 0 Abierta: 1
I think Nvidia's revenue could go 50 to 70% down.Abierta
Plazo: 2027-12-31
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