when the supply outstrip demand

來源: 2024-05-22 15:07:14 [舊帖] [給我悄悄話] 本文已被閱讀:

currently their graphic chips are in tight supply so every AI big players are placing orders left and right, for fear of losing out.  This sweet spot will not last forever.

Once the supply catch up with demand, and overordering causes inventory built up, NVDA could fall and fall hard.  After all, it has a HUMONGOUS Valuation at this point.