Originally Posted by MUYA
And the people making that assessment have 1st hand info from NV themselves? I don't think so
More like they are going by the same rumor mills as all tech websites
They evaluate the value of a companies stock, and the inner workings of the contracts they received for their current products like tegra, and the companies timetable for future product releases, and you better believe they have to have access to confidential information from Nvidia to see if they keep them on their preffered list as a company that's worth investing into.
They don't read rumors and hearsay like we do, they work on facts and hard evidence for their evaluation.