when the supply outstrip demand

来源: goingplaces 2024-05-22 15:07:14 [] [旧帖] [给我悄悄话] 本文已被阅读: 次 (376 bytes)

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. 

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