angeldevil
05-01

$NVIDIA(NVDA)$ Just dont panic when deep drop. as long as fundamental not change it will come back

Google Unveils Custom AI Chip Roadmap: Nvidia Moat Under Threat?
Google is accelerating its shift of AI workloads onto its in-house Ironwood TPUs, reducing dependence on external Nvidia GPUs. CoreWeave and Nebius business models rely entirely on reselling Nvidia compute capacity. Nvidia's latest earnings confirmed robust HBM demand, and Google's transition is a 3–5 year structural trend rather than a quarterly catalyst. Can Google's TPU roadmap genuinely threaten Nvidia's moat, or does Nvidia's customization capability remain irreplaceable?
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Comments

  • mark2012
    05-02
    mark2012
    if people paid over $200. I would panic because war will start soon and the bottom is going to fall out. the market bull run was fueled by The US president  talking the markets up. so those who have paid a high price will loose it all.
  • Adz5150
    05-02
    Adz5150
    Agree with this. I’m starting to realise price drops don’t always mean the business has changed, sometimes it’s just expectations and sentiment shifting short term.
  • mark2012
    05-02
    mark2012
    yes it could comeback. The economic situation surrounding Iran is becoming g more desperate which may affects the fundamentals. in such time the fundamentals may change. re ommending hedging your position.
  • YanQi
    05-02
    YanQi

    Great article, would you like to share it?

  • AuntieAaA
    05-02
    AuntieAaA
    Good
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