深潮TechFlow|Jul 14, 2026 10:05
[NVIDIA (NVDA): Multiple KOLs Bullish on NVLink Ecosystem Moat and Revenue Growth Expectations]
According to Deep Tide TechFlow on July 14, monitoring by the BlockFlow KOL opinion aggregation platform shows that NVIDIA (NVDA) has received bullish views from multiple KOLs. The core arguments point to the NVLink ecosystem moat and upgraded revenue model.
P Equity Research cited Morgan Stanley's forecast that NVIDIA's revenue growth rate will surpass the current high-growth levels, with the new cloud service model bringing recurring revenue. At the time, the price was $203.53.
Another perspective emphasized that NVIDIA is solidifying its dominance in network architecture by opening the NVLink Fusion ecosystem to third-party CPUs and custom chips. At the time, the price was $210.96.
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