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NVIDIA keeps getting framed like it’s just another chip winner, but Vera Rubin feels more like a move to control the whole AI stack. That sounds bullish, but it may also make customers hesitant if they want flexibility. Does this make NVDA even stronger long term, or is the market already pricing in too much?
NVIDIA got sold off with everything else, but the weird part is that the business still looks insanely strong. Huge AI demand, giant backlog, strong margins, and analysts still see a lot of upside. So is this just macro panic dragging down a great company, or is the market pricing in a real risk people are ignoring?