Just a relief rally
$NVIDIA(NVDA.US$ don’t get caught buying in at these prices on one analyst upgrade. I am certainly not a bear on Nvidia, but you have to read the writing on the wall. I cannot believe that nobody is realizing that Nvidia, though the top stock for AI can only make so many chips. From my research they are almost at capacity (Production) now so even if they get 100 million orders they can’t fill near that in a timely manner. Unless they are going to count, orders placed as revenue and not discuss manufacturing capability their peak for revenue is almost here until they significantly expand production capacity.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
70552586 : I hear what you are saying, however NVDA doesn't manufacturer its own chips, I believe TSWM does.
72970159 70552586 : Tswm which ticket is this?
70729741 OP : Thank you for clarifying..I ment that they are limited on their ability to have more GPU’s made and shipped