invest1 distinct publisher
Nvidia's pre-earnings re-rating is a credit story, not a chip story
The reported Ohio backstop shrank from $250 billion to $105 billion before the Aug. 26 print, and what is left is a bet on used-GPU resale values.
Publishers:cnbc.com
Reality
- Evidence52
- Adoption38
- Hype gap+24
- Incentives72
- Confidence47