Non gamers aka the street don't understand project Shield and consider it a risk and a distraction. I believe they are wrong as the device is a perfect execution of their core competence and perfectly ties their product portfolio together. If Nvidia prices the device right I believe they have a homerun.
Well, the market is flat (or worse) for most semis that you would think could benefit from Apple's drop in share price today. And most reports from analysts haven't upgraded or changed their position from before CES, so I don't think the 'street' knows something we don't. If there was a change to the negative in a recommendation for the stock by now, I would say someone 'may' know something. The uncertainty that was expressed before CES hasn't changed for the funds after the CES . . yet.
The Street, she is wise and astute.
She knows many many things about seeking and investing in the best stocks.
But one thing the Street knows for sure.
Is don't believe any of the krap that Ashraf Eassa posts on seekingalpha.
Oh no no no.
'Cause that guy is never right.
He does write a half-way decent apology though....