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The bear thesis seems to rest on a lack of demand for infrastructure AI chips....and yet....who is taking the michael etc etc....nai/dyor
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The bear thesis seems to rest on a lack of demand for infrastructure AI chips....and yet....who is taking the michael etc etc....nai/dyor
Nvidia’s stock hasn’t had a month this bad since the last big crypto crash
Https://x.com/MLCapMan/status/1906665170006675533/photo/1
NVIDIA $NVDA free cash flow yield is currently at its highest level in the last 5 years. The last time the FCF yield hit 3% was in March 2020, June
Https://uk.news.yahoo.com/openai-microsoft-add-image-generation-164404441.html
Https://www.tipranks.com/news/nvidia-stock-nvda-will-continue-to-be-volatile-until-liberation-day-says-bofa?mod=mw_quote_news ...end in sight ...we
Https://www.reuters.com/technology/artificial-intelligence/chinas-h3c-warns-nvidia-ai-chip-shortage-amid-surging-demand-2025-03-27/
Soon before we blink coming to a year of AI/NVDA themed muck spreading and FUD building - story after story after story (FT claiming NVDA chips are
Https://www.cnbc.com/2025/03/27/chinese-consumer-companies-signal-spending-is-picking-up-again.html
Nvidia
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