Orders
Commemorative$NVIDIA(NVDA.US)Nvidia feels like it’s moved from multiple expansion → earnings digestion. The huge rerating already happened in the AI hype phase; now price mostly tracks whether revenue and margins can keep compounding.
If you’re looking at it now, the key risks traders watch:
• AI capex cycle – hyperscalers slowing spend kills momentum
• competition – custom chips, AMD, cloud in-house silicon
• valuation floor – stock may trade sideways while earnings catch up
Basically less moonshot, more execution-driven now.
@Bridge Buzz SG
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