Talk of The Villages Florida - View Single Post - Anyone else preparing for a big selloff?
View Single Post
 
Old 12-17-2024, 07:04 PM
ithos ithos is offline
Gold member
Join Date: Nov 2015
Posts: 1,124
Thanks: 2,707
Thanked 851 Times in 412 Posts
Default

NVIDIA can't produce enough blackwell GPUs to meet demand so the AI hyper scalers are starting to design and procure alternatives from other companies like Broadcom which jumped 25% the last two sessions.

Josh Brown who makes frequent appearances on CNBC breaks it down and talks about the other companies that are picking up the slack. NVIDIA was considered the sole source but no more as the stock starts to stall out.
Is Nvidia Under Siege in 2025? | WAYT?
https://www.youtube.com/watch?v=--l_QgqxRNA

edit:
This was Josh Brown on NVIDIA three years ago.
Josh Brown really does believe Nvidia could hit $1 trillion market cap this decade
https://www.youtube.com/watch?v=po2Tfie2R-0&t=15s

Last edited by ithos; 12-17-2024 at 07:27 PM.