NVIDIA Corporation (NVDA)

Nvidia launches revenue-sharing model to help AI startups access computing power (NVDA)July 2, 2026 5:36 AM
IH Market News Nvidia (NASDAQ:NVDA) has unveiled a new initiative designed to help artificial intelligence startups gain access to high-performance computing infrastructure through a revenue-sharing and credit-support model. New partnership structure targets AI infrastructure costs Under the programme, AI cloud providers will deliver cloud services powered by Nvidia technology, allowing the chipmaker to generate revenue from hardware sales while also receiving a share of the cloud providers’ future earnings. The company said the approach is intended to lower the financial barriers facing emerging AI businesses that require access to expensive computing infrastructure. Cloud providers adopt Nvidia platform According to Nvidia, several cloud operators are already building AI facilities using its DSX data centre platform. Sharon AI and Firmus are among the first companies to participate in the new commercial model, marking the initial rollout of the programme. Expanding AI ecosystem The initiative forms part of Nvidia’s broader strategy to strengthen its position across the artificial intelligence ecosystem through partnerships spanning cloud infrastructure and data centres. By supporting younger AI companies while expanding adoption of its advanced processors, Nvidia aims to deepen customer relationships and broaden the use of its technology as demand for AI computing continues to accelerate. Rapid growth in AI and data centre spending has been a major driver of Nvidia’s financial performance over the past three years, helping the company become the most valuable business on Wall Street. The post Nvidia launches revenue-sharing model to help AI startups access computing power (NVDA) appeared first on US Editors. Original: Nvidia launches revenue-sharing model to help AI startups access computing power (NVDA)

Headlines tonight: soccer news from Santa Clara, NVDA’s U.S. HQ,—-U.S. team of 10 advances to round of 16 with 2-1 win over Bosnia.

Gotta love the headlines on my phone this morning stock features are down because the stock market had a big first half

$NVDA $KNDI Kandi Technologies (NASDAQ:?KNDI) is positioning itself as an emerging player in the power infrastructure layer of modern AI-driven data centers. Its recent strategic move—acquiring a controlling stake in Hangzhou Xinchu New Energy Technology—signals a clear pivot toward supplying next-generation backup power, lithium-battery systems, and intelligent BMS platforms engineered specifically for high-density GPU environments.

Magnificent Seven shed $2.3 trillion in June as AI spending comes under closer scrutiny (MSFT)June 30, 2026 9:00 AM
IH Market News Investor sentiment shifts toward infrastructure costs The so-called “Magnificent Seven” technology stocks have collectively lost around $2.3 trillion in market value during June as investors reassessed the scale of artificial intelligence infrastructure spending by the sector’s largest companies. The group comprises Microsoft Corporation (NASDAQ:MSFT), Nvidia Corporation (NASDAQ:NVDA), Alphabet Inc. (NASDAQ:GOOG), Apple Inc. (NASDAQ:AAPL), Meta Platforms Inc. (NASDAQ:META), Tesla Inc. (NASDAQ:TSLA) and Amazon.com Inc. (NASDAQ:AMZN). Amazon, Microsoft, Alphabet and Meta are investing hundreds of billions of dollars in semiconductors and data centre capacity to expand their AI capabilities, with part of that spending financed through debt. During June, Microsoft shares fell 20%, Nvidia declined about 13%, while Apple and Amazon each dropped roughly 8%. Markets await proof that AI investment will deliver returns Investors have become increasingly cautious as technology giants commit record sums to AI infrastructure, with many now looking to the upcoming second-quarter earnings season for evidence that those investments are translating into stronger financial performance. The reporting season, which begins in July, is expected to provide greater insight into whether the industry’s heavy capital expenditure is generating meaningful returns. Chipmakers continue to outperform While the largest technology companies have come under pressure, semiconductor stocks have continued to outperform. The Philadelphia Semiconductor Index advanced around 6% during June and has climbed more than 90% this year, compared with a 3.4% decline for the Magnificent Seven over the same period. Demand from major technology companies has continued to benefit semiconductor manufacturers, including Taiwan Semiconductor Manufacturing Co., Micron Technology Inc. and ASML Holding NV, with strong chip orders creating supply shortages throughout the industry. The resulting shortage of memory components has also driven prices higher, adding to supply chain constraints across the semiconductor market. Microsoft stock price Nvidia stock price Alphabet stock price Apple stock price Meta stock price Tesla stock price Amazon stock priceThe post Magnificent Seven shed $2.3 trillion in June as AI spending comes under closer scrutiny (MSFT) appeared first on US Editors. Original: Magnificent Seven shed $2.3 trillion in June as AI spending comes under closer scrutiny (MSFT)

Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the indexJune 30, 2026 8:28 AM
IH Market News Chipmakers reach unprecedented share of the benchmark Semiconductor companies now account for a record 19.7% of the S&P 500, almost four times their weighting of around 5% in June 2020, according to Citadel Securities strategist Scott Rubner. The sector’s influence has grown well beyond previous market peaks. Before the dotcom crash, semiconductor stocks represented just over 8% of the index, less than half their current share, highlighting the unprecedented concentration seen today. Nvidia (NASDAQ:NVDA) has been the biggest contributor to the sector’s expanding index weight during the artificial intelligence boom. However, gains have broadened to include companies such as Broadcom (NASDAQ:AVGO), TSMC (NYSE:TSM), ASML (NASDAQ:ASML), AMD (NASDAQ:AMD), along with memory-chip makers Micron (NASDAQ:MU) and SanDisk (NASDAQ:SNDK), further increasing the sector’s dominance. Passive investing continues to reinforce market concentration Rubner said the concentration has become self-perpetuating. As semiconductor shares outperform, their weighting within the index rises, prompting passive investment funds to allocate even more capital to the same companies. That additional demand then supports further price gains and increases index weights again. The trend has been amplified by exceptionally strong fund flows. According to Rubner’s analysis, exchange-traded funds attracted more than $1 trillion in inflows year-to-date through late June 2026, approximately 45% above the record pace seen during the same period last year. Valuation concerns continue to build Several market indicators are now signalling elevated valuations across the semiconductor sector. According to a Reuters report published on June 30, Bank of America’s proprietary Bubble Risk Indicator reached 0.91 for the PHLX Semiconductor Sector and 0.82 for the Technology Select Sector on a scale where one represents extreme bubble-like conditions. Meanwhile, LSEG head of earnings research Tajinder Dhillon noted that the S&P 500’s price-to-sales ratio has climbed to 3.22, well above its long-term average of 1.84. The widely followed Buffett Indicator, which compares total U.S. stock market capitalisation with gross domestic product, currently stands at 231.8%, indicating the market is “significantly overvalued.” Investors remain divided over the AI-driven rally Despite growing valuation concerns, not all market participants believe the concentration reflects a speculative bubble. JJ Kinahan, head of retail expansion and alternative investment products at Cboe Global Markets, argued that semiconductor suppliers remain well positioned compared with the companies investing heavily in artificial intelligence infrastructure. “The folks selling the picks and shovels are in incredibly good stead. Those buying them still have to prove that the billions and billions of dollars they’re spending is worth it.” The debate over whether hyperscale AI spending will ultimately generate returns sufficient to justify current semiconductor valuations has become one of Wall Street’s central investment questions. New-quarter fund flows could provide another boost Recent market performance has hinted at an early rotation away from the largest technology names. During the previous week, the S&P 500 declined 1.94% while small- and mid-cap stocks outperformed, suggesting investors may be broadening their exposure beyond megacap chip companies. Even so, Rubner highlighted July 1 as a potential near-term catalyst, with retirement contributions, target-date funds and systematic investment strategies expected to deploy fresh capital at the start of the new quarter. Given semiconductor companies’ record weighting within the S&P 500, those inflows could provide additional support for the sector in the short term. Over a longer horizon, however, future interest-rate decisions under Federal Reserve Chair Kevin Warsh could alter valuation assumptions and encourage institutional investors to reduce exposure to the sector. Nvidia stock price Broadcom stock price Taiwan Semiconductor stock price ASML Holding stock price Advanced Micro Devices stock price Micron Technology stock price SanDisk stock priceThe post Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index appeared first on US Editors. Original: Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index

Palantir and Nvidia Launch Secure AI Platform for Government Agencies (PLTR)June 29, 2026 9:46 AM
IH Market News Palantir Technologies (NASDAQ:PLTR) has unveiled a strategic collaboration with Nvidia (NASDAQ:NVDA) to bring Nvidia’s Nemotron open artificial intelligence models into sovereign computing environments, with the solution aimed at U.S. government organisations and operators of critical infrastructure. The new platform combines Nvidia’s AI capabilities, including its computing infrastructure and open AI models, with Palantir’s software suite comprising AIP, Ontology, Foundry and Apollo. The integrated offering is designed to enable government customers to develop, fine-tune and deploy AI models while maintaining full ownership and control of their data, intellectual property and AI assets. Focus on Security and Data Sovereignty According to the companies, the platform incorporates a range of security features, including explicit data authorisation, secure perimeter protection, customer-specific data isolation, data portability, right to erasure and comprehensive audit capabilities. The system is also designed to operate within classified and air-gapped environments. Customers will be able to optimise prompts and contextual information while modifying model weights using proprietary datasets and mission-specific outcomes. Palantir Chief Executive Alex Karp said the partnership would enable U.S. government agencies to harness large language models while limiting the risks associated with proprietary information entering closed AI systems. Nvidia Chief Executive Jensen Huang said the collaboration demonstrates how open AI models can be deployed to power mission-critical systems supporting national security objectives. The latest initiative expands on the companies’ previously announced Sovereign AI Operating System Reference Architecture and will include Nvidia AI Enterprise software together with Nvidia NIM microservices for enterprise-scale deployment. Palantir Technologies stock price Nvidia stock price The post Palantir and Nvidia Launch Secure AI Platform for Government Agencies (PLTR) appeared first on US Editors. Original: Palantir and Nvidia Launch Secure AI Platform for Government Agencies (PLTR)

AI Infrastructure Spending Creates New Wave of Semiconductor Ecosystem WinnersJune 29, 2026 8:45 AM
InvestorsHub NewsWireAI Infrastructure Spending Creates New Wave of Semiconductor Ecosystem WinnersAINewsWire Editorial Coverage: A tectonic shift is reshaping global semiconductor manufacturing. Hundreds of billions of dollars in new investment are flowing into the United States, pulling Taiwan's advanced manufacturing ecosystem closer to North American customers, capital markets and emerging opportunities. As artificial intelligence drives unprecedented demand for semiconductors and data center infrastructure, the companies enabling that production, including the precision engineers, automation providers and specialty materials manufacturers, are beginning to follow. Positioned directly at this intersection is Nightfood Holdings Inc. (OTCQB: NGTF) (Profile), doing business as TechForce Robotics, an AI-enhanced robotics and automation company that is actively building its strategic footprint within this migration. TechForce Robotics just announced a strategic alliance with Taiwan-based Jiun Jiang Enterprise Co. Ltd. (JJ Enterprise), a precision engineering and advanced manufacturing company serving the semiconductor, advanced packaging, and industrial automation industries. The partnership is designed to give TechForce Robotics access to decades of expertise in semiconductor-grade manufacturing, advanced materials processing, and high-performance production systems, capabilities central to the ongoing migration reshaping global manufacturing. This move reflects the company's commitment to becoming a key player among companies focused on  providing the hardware and infrastructure that power today's rapidly expanding AI ecosystem, including NVIDIA Corporation (NASDAQ: NVDA), Advanced Micro Devices Inc. (NASDAQ: AMD), Broadcom Inc. (NASDAQ: AVGO) and Super Micro Computer Inc. (NASDAQ: SMCI).The migration of Taiwan's semiconductor supply chain into the United States is no longer a trend in early formation; it is an industrial realignment already in motion.A growing body of opportunity is emerging for the companies that manufacture, automate and support the production of AI systems.TechForce Robotics is positioning itself to participate in this dynamic; JJ Enterprise's technologies support critical applications across AI infrastructure manufacturing, advanced packaging and next-generation thermal management.Each new facility that comes online requires significant investment in automation, robotics and production systems; TechForce Robotics is developing its capabilities in direct response to this demand.A parallel transformation is taking place in how Taiwan's industrial technology companies are approaching growth capital and international expansion.Click here to view the custom infographic of the Nightfood Holdings editorial.Taiwan's Semiconductor Suppliers Are Moving WestThe migration of Taiwan's semiconductor supply chain into the United States is no longer a trend in early formation; it is an industrial realignment already in motion. As Taiwan Semiconductor Manufacturing Company Limited ("TSMC") and other major manufacturers expand American operations, their ecosystem of suppliers, such as equipment makers, automation providers, specialty materials companies, and engineering firms, is under growing pressure to establish a closer U.S. presence. The forces driving this movement are multiple and reinforcing.Geopolitical risk plays a significant role. Concentration of the global semiconductor supply chain in Taiwan has long been viewed as a strategic vulnerability. According to the US-Taiwan Business Council, several Taiwanese material suppliers have already established significant facilities in Arizona. That physical presence is helping both TSMC and U.S.-based semiconductor manufacturers reduce exposure to potential supply disruptions. Commerce Secretary Howard Lutnick has publicly stated that a goal of the U.S.-Taiwan trade framework is to bring 40% of Taiwan's semiconductor supply chain to the United States.The financial scale of this migration is substantial. In January 2026, the U.S. and Taiwan signed a trade agreement that includes $250 billion in direct investments from Taiwanese semiconductor and technology enterprises, alongside an additional $250 billion in credit guarantees to expand chip production capacity in the United States. These commitments go well beyond TSMC itself. They signal a broader expectation that Taiwan's broader manufacturing ecosystem will follow its anchor customers westward over the coming decade.Industry analysts have noted that the migration creates both opportunity and complexity. Building supplier relationships, establishing manufacturing operations and navigating U.S. regulatory environments all require local partnerships and institutional knowledge. Early movers in this process stand to benefit most, gaining access to customers, contracts and capital before the field becomes crowded. DigiTimes reported in mid-2025 that TSMC's Arizona expansion is acting as a magnetic pull for Taiwanese suppliers, accelerating a wave of cross-Pacific expansion initiatives.TechForce Robotics is moving with this current. The company's strategic alliance with JJ Enterprise connects TechForce to a Taiwan-based manufacturer already embedded in the semiconductor supply chain. JJ Enterprise's expertise in advanced semiconductor packaging, thermal interface material manufacturing, gallium-based liquid metal processing and precision industrial automation spans exactly the capabilities that new North American fabs will need as they ramp production. By building this relationship now, TechForce Robotics is positioning itself as part of the migration rather than watching it from the outside.The AI Buildout Creates Demand Far Beyond the Chip DesignersWall Street's attention in the AI cycle has remained concentrated on a handful of household names. NVIDIA, AMD and TSMC capture the bulk of focus and media coverage. But the infrastructure supporting the AI revolution is far wider and deeper than these headline companies. A growing body of opportunity is emerging for the companies that manufacture, automate and support the production of AI systems.The numbers underscore this reality. Global semiconductor sales reached $208.4 billion in the third quarter of 2025, a 15.8% increase compared to Q2, according to the Semiconductor Industry Association. Monthly sales for September 2025 reached $69.5 billion, a 25.1 percent jump compared with September 2024. This level of demand is creating significant downstream pressure for manufacturing capacity, automation systems, and production support technologies across the ecosystem. The companies supplying those capabilities are operating in fast-growing markets of their own.The numbers underscore this reality. Global semiconductor sales reached $208.4 billion in the third quarter of 2025 alone, reflecting a 15.8% increase over the prior quarter. Monthly sales for September 2025 reached $69.5 billion, a 25.1% jump compared with September 2024. This level of demand is creating significant downstream pressure for manufacturing capacity, automation systems, and production support technologies across the ecosystem. The companies supplying those capabilities are operating in fast-growing markets of their own.One particularly significant growth area is semiconductor automation. The global robotics in semiconductor market was valued at approximately $10.9 billion in 2025 and is projected to reach $27.34 billion by 2035, growing at a compound annual growth rate of 9.65% over that period. North America is the fastest-growing regional market, expanding at a CAGR of 8.28%. That trajectory reflects the wave of new fab construction underway across the United States, as manufacturers invest heavily in automation systems to support advanced node production and increase throughput.Advanced packaging is another area seeing accelerating investment. As chip architectures move toward more complex three-dimensional integration and heterogeneous packaging, the automation and precision systems required to support those processes are becoming more sophisticated and more valuable. The semiconductor advanced packaging market is projected to grow at a CAGR of 9.4% between 2025 and 2030, driven by AI and high-performance computing demand. The broader semiconductor assembly and packaging equipment market is forecast to grow from $9.72 billion in 2025 to $17.44 billion by 2032 at a CAGR of 8.72%, with automation and AI-driven systems playing an increasingly central role in production.These are not peripheral opportunities. They sit at the core of how next-generation semiconductors are manufactured. TechForce Robotics is seeking to access this opportunity through its partnership with JJ Enterprise. The alliance gives TechForce access to expertise in advanced semiconductor packaging technologies, including CoWoS and next-generation thermal management solutions that are central to AI chip production.How AI Spending Flows Through the EcosystemNo company better illustrates the cascading effect of AI infrastructure spending than Super Micro Computer. Supermicro does not design chips; rather, it assembles AI servers. Yet as hyperscalers and enterprises raced to deploy AI infrastructure, Supermicro's business grew to reflect that demand directly. The company's trajectory shows how transformative AI spending can be for companies operating one or two steps downstream from the headline chip designers.The financial results are striking. In its second quarter of fiscal year 2026, Supermicro reported record net sales of $12.7 billion, more than double the revenue from the same quarter one year earlier. Full-year fiscal 2026 revenue guidance was subsequently raised to at least $36 billion. In June 2026, the company announced a $7 billion equity financing transaction to fund purchases of components needed to satisfy AI server orders it had recently received. These are not incremental milestones. They reflect explosive, sustained demand.Supermicro's success creates demand throughout its own supply chain. The company relies on hundreds of component suppliers, manufacturing partners, automation systems, thermal management technologies and precision production capabilities to assemble its AI server platforms. As Supermicro scales production across its facilities in the United States, Taiwan, Malaysia, the Netherlands and the Middle East, its supplier ecosystem scales alongside it. The AI infrastructure boom is not confined to chip designers. It flows through to every layer of the production stack.TechForce Robotics is positioning itself to participate in this dynamic. JJ Enterprise's technologies support critical applications across AI infrastructure manufacturing, advanced packaging and next-generation thermal management. These are precisely the production capabilities that companies such as Supermicro depend on as they ramp AI server output. The engineering disciplines embedded in JJ Enterprise's operations, including precision motion control, materials handling, process consistency and contamination management, are directly applicable to the production environments that AI infrastructure manufacturing requires.Intelligent Manufacturing Is Now a Competitive NecessitySemiconductor manufacturing has never been a forgiving industry. It demands extraordinary precision, exceptional cleanliness and unrelenting consistency. As chip geometries continue to shrink and packaging architectures grow more complex, those demands are intensifying. Manufacturers are responding by investing heavily in automation, robotics, machine vision and intelligent production systems. These technologies are no longer optional enhancements. They are becoming foundational requirements for competitive semiconductor manufacturing.The scale of investment reflects the urgency. Industry analysis indicates that global semiconductor companies plan to invest approximately $1 trillion in new fabrication plants through 2030. In the United States alone, the Semiconductor Industry Association has tracked more than $645 billion in announced private semiconductor investments across 140-plus projects in 30 states since 2020. Each new facility that comes online requires significant investment in automation, robotics and production systems, creating downstream demand throughout the manufacturing technology ecosystemTechForce Robotics is developing its capabilities in direct response to this demand environment. The company operates through a Robotics-as-a-Service ("RaaS") model that provides scalable automation solutions across multiple industries. Through its alliance with JJ Enterprise, TechForce gains access to semiconductor-grade manufacturing expertise and advanced automation capabilities that are immediately relevant to the needs of new U.S. fabs.Unlocking New Capital for Taiwan's ManufacturersA parallel transformation is taking place in how Taiwan's industrial technology companies are approaching growth capital and international expansion. For decades, many of Taiwan's most sophisticated manufacturing and engineering firms operated as private companies serving large OEM customers within established supply chains. The AI infrastructure boom, combined with the migration of semiconductor manufacturing toward North America, is creating new incentives to seek public-market access, cross-border partnerships and U.S. exchange listings.The motivations are clear. Public-market access provides capital for R&D investment, manufacturing expansion and talent acquisition at a scale difficult to achieve through private means. U.S. exchange listings provide visibility with American institutional investors and customers. Strategic partnerships with U.S.-listed companies provide a pathway to North American market participation and capital without the cost and complexity of a standalone IPO. As the semiconductor ecosystem migration accelerates, these cross-border transaction structures are becoming more common and more strategically significant.The CHIPS Act has created additional incentives for this dynamic. The legislation's $39 billion in manufacturing incentives is available to companies investing in U.S. semiconductor facilities, creating financial reasons for Taiwan-based manufacturers to establish American operations or partner with U.S. companies. The CHIPS for America program continues to fund projects spanning fabrication, advanced packaging, manufacturing equipment and materials production. Companies with North American operating relationships are better positioned to participate in this funding environment than those without one.TechForce Robotics and Nightfood Holdings are pursuing a strategy that reflects this evolving landscape. The company's proposed acquisition of a controlling interest in JJ Enterprise is designed to give investors in a publicly traded U.S. company direct exposure to the migration of Taiwan's advanced manufacturing capabilities into North America.The convergence of TSMC's six-fab Arizona buildout, CHIPS Act-driven investment across 30 states and accelerating demand for AI infrastructure is creating a window for companies able to position themselves at the intersection of Taiwan's manufacturing expertise and North America's capital and customer base. TechForce Robotics is building precisely that position. Through its alliance with JJ Enterprise and its broader automation platform, the company is seeking to participate in an industrial migration that is already well underway and that is likely to define the next decade of semiconductor and AI infrastructure growth.AI Infrastructure Powers Next-Generation InnovationArtificial intelligence continues to evolve beyond algorithms and applications, with the industry's focus increasingly shifting toward the infrastructure that enables large-scale deployment. Recent developments highlight growing investments in high-performance computing, cloud integration, cybersecurity and edge intelligence, underscoring how the next wave of AI innovation will depend on scalable, secure and energy-efficient platforms capable of supporting increasingly sophisticated workloads across enterprise and industrial environments.NVIDIA Corporation (NASDAQ: NVDA) is collaborating with Amazon Web Services ("AWS") to bring AI production at scale. The company observed that building AI systems at scale is demanding, requiring low-latency inference, fast vector search, strong GPU price-performance and infrastructure that can grow without multiplying operational complexity. NVIDIA's latest work with AWS addresses each of those constraints. For example, EC2 G7 instances powered by NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs expand the compute layer for AI, graphics, video and data analytics workloads, while the NVIDIA cuVS library accelerates the retrieval layer by making GPU-powered vector indexing the default in OpenSearch Serverless.Advanced Micro Devices Inc. (NASDAQ: AMD) has signed a definitive agreement with Rackspace Technology(R). The agreement is for the phased deployment of an initial 30 MW footprint dedicated to AMD-based compute deployments across Rackspace's global data centers beginning in late 2026 through 2028. The agreement operationalizes a memorandum of understanding announced in May and establishes AMD as a strategic technology partner at the silicon layer of Rackspace's governed AI stack.Broadcom Inc. (NASDAQ: AVGO) announced significant security investments for the Spring and Java ecosystem, relied on by over half of Fortune 500 companies. To help the Spring community navigate an unprecedented surge in AI-detected security threats, Broadcom's Tanzu business released the largest set of Spring security updates to open source in Spring's 23-year history. Additionally, for customers, Broadcom is extending its proven clean-room build architecture, foundational to Bitnami, to build the Java dependencies for the entire Spring ecosystem. These investments aim to protect the integrity of Spring and prepare Broadcom's customers for the continued rise in AI-enabled security threats.Super Micro Computer Inc. (NASDAQ: SMCI) is expanding support for AI-optimized edge computing solutions powered by Intel technologies. These solutions include new systems featuring Intel Core Ultra Series 3 processors, Intel Core Series 2 processors and Intel Arc Pro B-series GPUs. The systems range from compact, fanless systems for industrial applications, short-depth 1U rackmount servers for space-constrained environments and a mini tower for office environments. Designed to be a cost optimized solution for low-latency AI inferencing and intelligent automation, the expanded portfolio helps organizations across retail, manufacturing, physical security, transportation and logistics deploy scalable, power-efficient AI at the edge.These milestones reflect a broader transformation in the AI ecosystem as organizations strengthen the foundational technologies required to support widespread adoption. As advances in computing, networking, security and intelligent edge systems continue to converge, AI is becoming more scalable, resilient and accessible—laying the groundwork for the next generation of enterprise applications and real-world automation.For further information about Nightfood Holdings Inc., please visit the Nightfood Holdings profile.About AINewsWireAINewsWire (AINW) is a specialized communications platform with a focus on the latest advancements in artificial intelligence ("AI"), including the technologies, trends and trailblazers driving innovation forward. 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We clearly see the market through different lenses. You view risk as a series of improbable 'what-ifs,' while I view it as the foundation of long-term capital preservation. I have no interest in debating this further, as we are fundamentally misaligned on what constitutes prudent analysis.

I will stand by my research and let the market cycles determine the outcome. There is nothing more to add—good luck with your approach.

It’s unfortunate that you look upon my posts as “lecturing”.

They’re not meant to be that. They’re simply my viewpoint and opinion about your analysis of NVDA.

I have every right to give my opinion here, as you do.

I’m not saying that NVDA is going to go to $1,000/share. I’m not cheerleading while shaking Pom-poms!

I’m simply saying that your analysis has not been representative of the way NVDA has performed for the two year period you’ve been posting on this board. Yet even though your previous analysis has been incorrect (proven by the actual performance of NVDA - and its stock price), you continue to prophesy bad things for NVDA in the next 60 months!

Might NVDA crater and go down much lower than it presently is? Of course. But I don’t believe that it will be due to any of the points you’ve brought up in your “analysis”. Again, I think you’ve taken data points in NVDA operations and centered on “what if” scenarios that MIGHT happen but actually have very low chances of occurring.

My opinion is that If NVDA DOES “blow up” and the share price craters, it will be due to market circumstances outside NVDA’s control, and not the way NVDA is running its business.

Now - you have a nice day!

And by the way, this is my last comment and response to your lecturing. Do whatever you want, but I consume what I want and I give value to whichever analysis I choose. I am sick and tired of the suit-and-tie 'experts' who break their necks trying to tell us a stock will shoot to the moon when it’s clearly in a massive bubble. This lady simply explains everything perfectly, plain and simple

First of all, I am not the lady behind the Fortress Report—I am simply a subscriber who actually bothers to read deep-dive forensics instead of chasing FOMO charts.

Secondly, who cares where a high-quality analysis is posted? Good data is good data, whether it’s found on a penny stock forum or buried in an SEC footnote. I spend thousands on polished Wall Street research that says absolutely nothing. If someone brings institutional-grade analysis here for free, I’m going to read it and discuss it. If you prefer superficial forum noise over serious balance sheet metrics, that's your choice.

Really.

Our Fortress Report is built for professional investors who understand the mechanics of the market, which is a world apart from the FOMO-driven trading mentality.

Is that why you're here - on a penny stock forum? That's really what iHub was made for. Penny stock investment. Sure, there's all kinds of stocks covered on iHub. But for the most part, the investors coming to iHub are small time.

But you're here to educate "professional investors"??

I don't see iHub as being overrun with a lot of those. But whatever.

Feel free to keep following the suits and their narratives. But mark this: when this cycle inevitably ends in a crash—as they all do—I will still be here. Many of those currently pushing these interests will have long since vanished, leaving those who followed them blindly with no explanation.

I remember the 2000 crash, and I know exactly how price manipulation works. Back then, it was actually harder to orchestrate than it is today. Now, there are structural mechanisms in place against which the average retail trader stands zero chance. I am convinced that the 'casino' allows you to collect crumbs only to entice you to put even more capital at risk. It’s the oldest trick in the book—the way professional sharks treat an amateur sitting at their poker table.

I wouldn't wish that scenario on anyone, but I know from experience that it is exactly how this plays out. I’m not playing to win a hand today; I’m playing to be standing when the house of cards falls.

As far as we are concerned, everything that needed to be said has been said. We offered a sober alternative based on fundamental analysis. You, on the other hand, offer nothing but childish slogans: 'this is going to the moon,' 'the sky is the limit,' etc. Unfortunately, these are nothing more than empty phrases—devoid of any core, substance, or professional logic.

Ok. Thanks LOL. You must work for ef Hutton. No one is listening

The fundamental difference here is that we are investors, not gamblers at a roulette table betting on red or black. Our Fortress Report is built for professional investors who understand the mechanics of the market, which is a world apart from the FOMO-driven trading mentality. That is a legitimate pursuit for some, and everyone is free to do as they wish with their own capital—we have no issue with that.

Our disagreement isn't about whether Nvidia is a 'good' or 'bad' company; no one is disputing that it is an elite-tier corporation. Our focus is entirely on the future and the long-term sustainability of their margins. We invest based on structural fundamentals, not speculative momentum. We are building a fortress for the long haul, not playing a game of chance.

I’ll keep my forensic data.

Go right ahead. But don't forget - The "price action" is what makes people MONEY. Your "forensic data" that you've been touting for YEARS? If investors had heeded your advice generated by your "forensic data", they would have either SOLD and LOST MONEY or not bought into NVDA and missed out on MAKING money.

The point is your "forensic data" apparently isn't worth crap. Because you've been touting it for over two YEARS and yet, the share price of NVDA is hundreds of dollars HIGHER.

Now after those two years, you expect people to find value in your opinions using more "forensic data"??

LOL! Good luck.

You are confusing 'investing' with 'winning the lottery.' I have zero interest in gambling on narratives or riding a speculative cycle to chase a quick dollar. I analyze businesses for their long-term solvency and structural integrity. If you want to play the slots, that’s your business—but don't call it 'investing.' We clearly aren't playing the same game

You keep talking about 'investing' and 'being right' based on price action, completely missing the mechanics of how this game is actually played.

When the 'big fish' set a narrative and drive prices, they aren't just 'investing'—they are operating with visibility and tools that retail traders can only dream of. They have full sight of the order flow; they know exactly where your stop-losses are sitting, how much liquidity is entering, and when to squeeze it. If you aren't part of that 'band,' you aren't a partner in the growth—you’re the liquidity that keeps the engine running.

This isn't about 'fear'; it’s about acknowledging who holds the cards. You think you’re holding a stock because of 'fundamentals.' You’re actually holding a position that the market makers have already calculated down to the last cent. As long as the narrative holds, the price stays up. When they decide to pivot to the next trade, they don't care about your 'long-term investment'—they will dump it into the liquidity you provided.

It’s the oldest story on Wall Street: the retail crowd provides the exit for the institutions, and they do it while patting themselves on the back for being 'smart' investors.

You’re not 'undeniably right' because the price is up; you’re just currently on the winning side of a managed cycle. I’m not interested in being part of the 'collateral damage' when that cycle inevitably changes. You can keep your 'good investment' and your illusions—I’ll keep my forensic data.

LOL. Ok. Keep shorting.

You’re not doing “forensic accounting.” You’re just stitching together unrelated datapoints and calling it a thesis.

Receivables + inventory + hyperscaler incentives aren’t some magic trifecta that reveals hidden collapse. If you actually understood how Nvidia’s revenue cycle works, you’d know:

DSO + inventory rising during a generational product transition is normal. Every major hardware cycle shows the same pattern — including AMD, Intel, Broadcom, Qualcomm, and even Apple during iPhone supercycles. Calling it “channel stuffing” without evidence is just recycling the Enron-era boogeyman.

Your “circular cash flow” theory isn’t supported by filings. If Nvidia were secretly recycling capital to customers, it would show up in related-party receivables, debt facilities, or off-balance-sheet arrangements. None of those exist at the scale you’re implying. You’re inventing a loop that isn’t in the 10-K.

Hyperscalers cutting spend isn’t a revelation — it’s already priced into every analyst model. Yet even with conservative assumptions, Nvidia’s margins, utilization rates, and backlog remain historically strong. You’re acting like you discovered a risk no one has ever heard of.

ASICs and TPUs aren’t “overnight” threats. If they were, hyperscalers wouldn’t be signing multi-year infrastructure commitments or co-developing platforms with Nvidia. You’re treating long-cycle capex decisions like they flip on a dime.

You keep calling this “data,” but none of your claims match what’s actually in the filings. You’re taking normal operational patterns, labeling them as red flags, and pretending that makes you the lone realist in the room.

There’s a difference between scrutiny and storytelling.
Right now, you’re doing the second one.

But I have no doubt you'll still come up with far-fetched theories based on your manipulated data.

Bottom line is we WILL SEE who is correct here. Time WILL tell. So far over the last two years (over actually) since you started posting on NVDA - YOU HAVE BEEN WRONG. NVDA has been a GOOD INVESTMENT for those that bought and held. This is UNDENIABLE. All that time, if people had heeded your constant warnings and did not buy (or sold their shares) in NVDA, they would have lost a LOT OF MONEY.

This is not to say that if some horrific event happens in the world (nuclear attack, US default, China/Taiwan invasion, etc), that NVDA won't go down. The difference is that ALL the worlds' stocks will crater. It won't be because there's problems at NVDA itself.

Introductory Macroeconomic Overview
When WE published our preliminary reviews of NVIDIA Corporation (Ticker: NVDA) in April and May 2026, our primary objective was to expose the superficiality of the consensus market narrative. Today, in late June 2026, as market euphoria is mechanically sustained, the time has come to deliver a definitive, institutional synthesis.

By cross-referencing our original core theses with the latest regulatory disclosures from Q1 Fiscal 2027 (quarter ended late April 2026), WE deconstruct a business model that corporate media presents as bulletproof. The market currently demands absolute perfection from this valuation, willfully ignoring asymmetric tail risks. Our mission remains constant: ignore the noise and read the raw numbers hidden deep within the footnotes.

I. The Manufacturing Illusion and Asymmetric Geopolitical Monopoly
One of the most pervasive misconceptions running through the investment community—which professional circles are well aware of but seldom voice during a structural boom—is the perception of NVIDIA as a vertically integrated manufacturing powerhouse. NVIDIA owns zero fabrication facilities. It operates on a pure fabless model, where all physical operational execution, advanced lithography, and packaging risks are externalized to third-party partners.

The structural vulnerability lies in the total absence of supply chain diversification. The absolute survival of the Blackwell 300 architecture, alongside the upcoming Vera Rubin platform, depends one hundred percent on a single point on the global geopolitical map: TSMC (Taiwan Semiconductor Manufacturing Company).

This extreme concentration creates an asymmetric bottleneck. Chatting about massive revenue growth in the Data Center segment (which now commands over 91% of the total revenue mix) means very little if the market refuses to price in the probability of escalation in the Taiwan Strait. Any administrative or military shift in East-West dynamics would instantly halt deliveries, leaving NVIDIA with cutting-edge blueprints that no other entity on earth can physically materialize.
https://mirjanagarison.substack.com/p/beyond-the-golden-veil-of-euphoria

Calling this 'fear-based' is a convenient way to dismiss a forensic balance sheet analysis. You’re trading off consensus narratives; I’m trading off what’s actually recorded in the filings. Let’s address your 'scrutiny':

On Receivables & Cash Flow: You claim DSO is 'stable' and 'no vendor financing' exists. I suggest you take a closer look at the related-party transactions and the credit terms extended to smaller cloud providers. Massive cash flow is meaningless if it’s derived from capital that the company effectively recycled back to its customers. That’s not 'cash flow'—that’s a circular loop.

On Inventory: Calling a massive buildup 'normal for product transitions' is the oldest excuse in the book. When supply is 'greater than demand', you don't see record inventory levels piling up alongside record accounts receivable. That is the classic signature of channel stuffing, and history is littered with 'high-growth' companies that used this exact excuse right before the cliff.

On Hyperscaler 'Safety': You call them the 'safest payers in existence.' I don't dispute their ability to pay—I dispute their incentive to keep spending. When their own shareholders demand actual AI-driven ROI, those 'safe' hyperscalers will cut the cord instantly. They aren't loyal to Nvidia; they are loyal to their own margins.

You mention AMD, TPUs, and export controls as 'risks'—I agree with you there. But you treat them as external variables, while I see them as structural threats to Nvidia's pricing power. If the hyperscalers move to their own ASICs, Nvidia’s current premium multiple vanishes overnight.

I’m not trading 'fear.' I’m trading 'data.' If you want to believe the valuation is justified, that’s your right—but don’t mistake a cyclical peak for a permanent state of grace. We’ll see who’s reading the footnotes right when the cycle turns.

Let's take it point by point, shall we?

1. “Accounts Receivable are growing faster than revenue ? vendor financing ? fake demand.”

This is factually incorrect when you look at NVDA’s actual cash flow statements.

Across the last several years:
A. Operating cash flow has exceeded net income, often by tens of billions.
B. Accounts receivable have not ballooned relative to revenue; they move proportionally with shipment volume.
C. Nvidia’s DSO (days sales outstanding) has remained stable and low compared to other mega-caps.
D. Nvidia does not provide vendor financing to hyperscalers — hyperscalers pay fast, often faster than enterprise customers.

Why your claims fail:

* Hyperscalers (MSFT, AMZN, META, GOOG) are AAA-grade payers with extremely short payment cycles.
* Nvidia’s customers are not small OEMs who need financing; they are trillion-dollar companies with cash piles.
* Nvidia’s cash conversion cycle is one of the strongest in the S&P 500.
* If NVDA were “financing its own demand,” you would see:

a. exploding receivables
b. negative operating cash flow
c. rising bad-debt allowances

None of these appear in Nvidia’s filings.



2. “Inventory buildup ? channel stuffing ? demand collapse coming.”

You obviously misunderstand how NVDA's supply chain actually works:

Nvidia:

A. does not hold large finished-goods inventory
B. ships just-in-time to hyperscalers
C. has extremely short inventory cycles because demand exceeds supply

When inventory rises at Nvidia, it usually means:

D. new product ramps (e.g., H200, B200, Blackwell)
E. strategic buffer stock to reduce lead times
F. transition periods between architectures

Inventory rising during a product transition is normal and often bullish — it means Nvidia is preparing for a massive shipment wave.

The hyperscaler CAPEX argument is also flawed!

Hyperscaler CAPEX is not “fatiguing” — it is:

a. at record highs
b. shifting from general compute to AI infrastructure
c. increasingly front-loaded for multi-year AI buildouts

Even when hyperscalers “slow CAPEX,” they often reallocate toward AI accelerators, not away from them.



3. “Counterparty risk — hyperscalers may default ? receivables become bad debt.”

This is the weakest claim of your three points.

Hyperscalers are:

A. Microsoft
B. Amazon
C. Google
D. Meta

These are:

E. the most creditworthy corporate entities on Earth
F sitting on hundreds of billions in cash
G. generating tens of billions in quarterly free cash flow

The idea that Nvidia faces “counterparty risk” from hyperscalers is economically nonsensical.

If hyperscalers ever defaulted on Nvidia:

a. the global financial system would already be in collapse
b. Nvidia’s receivables would be the least of anyone’s concerns

This is not a real risk.

Your post treats Nvidia Like a Cyclical Hardware Vendor
You talk about Nvidia as if it were:

c. a PC GPU maker
d. dependent on channel partners
e. exposed to credit cycles

But Nvidia’s AI business is:

f. prepaid or short-cycle
g. sold to the largest cash-rich companies in the world
h. constrained by supply, not demand
i. tied to multi-year infrastructure buildouts
j. increasingly software-monetized (CUDA, NIM, DGX Cloud, Enterprise AI)

This is not a “credit bubble.”
It is a capacity-constrained infrastructure supercycle.

Your post ignores the actual risks, which are:


1. Competition: AMD MI300/400, custom ASICs, Google TPU, AWS Trainium/Inferentia.

2. AI ROI uncertainty: If enterprises fail to monetize AI, spending could slow.

3. Export controls: China restrictions reduce a historically large market.

4. Supply chain concentration: TSMC dependency.

5. Valuation risk: NVDA trades at a premium multiple.

Your whole post is FEAR BASED!

Each of your Red Flags collapse under scrutiny:

1. Receivables rising - Fake demand. The reality is that cash flow is MASSIVE, DSO is stable, no vendor financing.
2. Inventory Build up - Channel stuffing. The reality is that that is NORMAL for product transitions, Demand is GREATER than SUPPLY.
3. Hperscaler Party Risk. HA! The reality is that the hyperscalers in this case are the safest corporate payers in EXISTENCE!

I’m sharing our original deep-dive analysis from April 2026. Everything we are discussing now—the cracks in the structural integrity, the concentration risk, and the circular credit loops—was already identified months ago.

We don't react to market noise; we analyze the footnotes. Here is the foundation of our thesis, which has been consistent from day one.
-----------------------------------------------------------------------------------------------------------------

Conclusion: SELL Rating

In our opinion, the current stock price already factors in years of growth while ignoring risks. We saw a similar scenario during the dot-com bubble of 2000, where firms like Amazon or Microsoft fell like stones and stayed there for years despite good revenues. Given the uncertainty surrounding the Middle East conflict (Iran), oil prices above $100, and the risks mentioned above, our 12-month target price is:

$ 118.02 (€ 103.12)

The numbers do not lie; they are simply waiting to be read. Transparency is the foundation of any honest investment.

Read the Full Analysis > https://www.linkedin.com/pulse/can-nvidia-sustain-fulminant-growth-mirjana-garison-emphf/?trackingId=JEyArcoRSACrwr3md9eWUQ%3D%3D

I have no doubt these Harvard / Yale educated analysts know what they’re doing. Thanks

To all the 'Buy-the-Dip' crowd and the 25 analysts fueling this rally:

You are looking at price targets and growth narratives; I am looking at the structural integrity of the balance sheet. Nvidia isn't just selling chips—they are running a massive credit expansion disguised as a tech revolution.

In the next quarter, ignore the 'Revenue' headline. Focus on these three red flags that the analysts won't tell you about:

Accounts Receivable vs. Revenue: If receivables continue to grow faster than reported revenue, you aren't looking at real cash flow—you are looking at Nvidia financing its own demand through 'vendor financing' to keep the growth narrative alive.

Inventory Velocity: Keep a close eye on the inventory buildup. If goods are piling up in the channel while the 'hyperscalers' (Microsoft, Meta, Google, Amazon) show signs of CAPEX fatigue, the music is about to stop.

The 'Counterparty' Risk: The analysts are ignoring the creditworthiness of the very entities funding this boom. When these hyperscalers realize their AI investments aren't yielding the promised returns, the 'Accounts Receivable' will turn into bad debt faster than you can hit the 'sell' button.

The 25 analysts recommending a 'Strong Buy' are incentivized to maintain access to management, not to protect your capital. They are cheerleaders for a cycle that is already showing cracks.

I’m not trading opinions. I’m waiting for the footnotes to reveal the reality that the CNBC headlines are hiding. When the circular credit loop hits a wall, the 'bottom' won't be found on your charts—it will be found in the write-downs.

Trade the narrative if you want; I’ll stick to the forensics.

If you truly want to trust those 25 analysts, answer me one question: How many of them have actually read the 'Concentration of Credit Risk' section in the latest 10-K?

They are reporting billions in 'Revenue', but look at the Accounts Receivable footnote. A massive chunk of that 'revenue' is not cash—it’s credit extended to a handful of 'customers' whose own balance sheets are entirely dependent on their ability to raise capital.

We aren't talking about diversified retail sales here. We are talking about a highly circular credit loop where Nvidia essentially finances its own demand to keep the growth narrative alive. When those few counterparties hit a liquidity wall—and they will, because they have no profit to back their spending—those 'Accounts Receivable' will either become bad debt or have to be written down.

Tell me, which of those 25 analysts has modeled the impact of a 20% write-down on those specific receivables? None. Because they aren't researchers; they are cheerleaders for the status quo. I’ll stick to the footnotes, thanks.

25 out of 26 analysts have buy / strong buy ratings. JP Morgan and others. 360 dollar price target. I think I’ll trust them

Where do you see the bottom ?

I’ve been reading a lot of noise on this thread about 'momentum' and personal portfolios. Frankly, I was skeptical too, until I came across this piece of analysis. It’s not about guessing where the stock goes next—it’s about the raw numbers hidden in the footnotes.

Since many people here seem to be ignoring the underlying structural risks, I think the readers of this thread deserve to see the reality behind the narrative. I’m sharing this in its entirety because, for me, it was a 'lightbulb moment' regarding NVDA’s actual business model.

Read it, digest the numbers, and if anyone has a factual accounting argument to refute what's written here, I’m all ears
https://mirjanagarison.substack.com/p/beyond-the-golden-veil-of-euphoria

It is interesting that you choose to lead with your portfolio 'credentials' rather than addressing the substance of the accounting risks I've highlighted. On forums, people often use their personal trading history as a substitute for valid due diligence.

While you are busy trying to impress the thread with your 'long-term' status and BlackBerry analogies, you’ve managed to completely ignore the fact that Nvidia’s current capital expenditure cycle is being heavily subsidized by the company itself through the 'Vendor Financing' mechanisms I mentioned.

Whether you’ve held the stock since 2009 or 2026 is irrelevant to the balance sheet. If you want to be treated as an expert, stop pointing at your gains and start explaining how a company maintains a 75% gross margin while its primary buyers are liquidity-constrained entities fueled by its own capital. I’m waiting for an accounting argument, not a portfolio snapshot.

Hopefully Trump will buy 2 million shares

Not a good feeling to watch this go from $238 to most likely the $180 range.
Jensen has his work cut,out for him .
I believe July will be a much better month for NVDIA.

How low do we go ? This is not good

Sorry, I have to disagree with your analysis and prediction of doom for NVDA in 5-6 years. Btw, I entered NVDA 12/24/2009, earlier than jetmek apparently, at  a split adjusted share price of $0.43. I currently have 7550 shares of NVDA in a taxable account, and sold 50 shares awhile ago to retrieve our initial investment dollars. I have bought additional shares of NVDA and NVDL in both a taxable account and SEP-IRA when NVDA share price reached values slightly above $170/share.

The words “sustainability”, “return”, “cyclical” appear in your writings. You sound like a hedge-fund CEO with negative views. Most analysis I have seen dismisses those negative views. An example: In real life today, BB was featured on CNBC-TV. A dinosaur from the past, BB(BlackBerry), is returning to profitability. Why? It seems the hardware and software furnished by its QNX subsidiary has been incorporated in well over 250,000,000 automobiles—- the license fees last until the end of life of that car. The security features and entertainment value of the QNX product have not been duplicated yet, likely because of patent protection. Uber has ordered 35,000 Lucid autos for delivery to the Middle East. Driverless auto and taxi. The medical/ surgical device industry is also benefitting. Any device that must move accurately on the road, in the warehouse or in the operating room. Superior features are used and licensed, not litigated.

NVDA Stock 12 Month Forecast

** IMO the August EPS report will put new legs under NVDA !!

Analysts Forecast on 6/25/26 ---- 37 Analysts (36 buys, 1 hold, 0 sell).

$309.33
(59.27% Upside)

Based on 37 Wall Street analysts offering 12 month price targets for Nvidia in the last 3 months. The average price target is $309.33 with a high forecast of $500.00 and a low forecast of $250.00. The average price target represents a 59.27% change from the last price of $194.22.

@jetmek:

If you are confident that this is simply 'opinion,' I invite you to reconcile the 'Vendor Financing' and 'Round-Tripping' mechanisms detailed in the latest 10-K and 10-Q filings. Specifically, how do you explain the circular flow of capital where NVIDIA-backed VC funds and entities provide the liquidity that is immediately returned to NVIDIA via 'binding off-take agreements' for GPU hardware?

Most market participants are blinded by the top-line growth, ignoring that this liquidity is being recycled from within the company’s own balance sheet rather than from organic commercial software monetization. If you can provide a factual counter-argument to this specific accounting structure rather than simply pointing at a ticker, I would be happy to engage further. Otherwise, we are indeed talking about different realities.

I invite you to look at Note 14 in the latest 10-K, specifically the section on customer concentration. Most participants are ignoring that a massive portion of revenue is tied to a tiny handful of hyperscalers. When that capital expenditure cycle inevitably slows, the 'sustainability' of those margins looks very different.

I invite you to look at Note 13 in the latest 10-K, specifically regarding long-term purchase obligations. Investors are ignoring the massive 'take-or-pay' commitments Nvidia has made to foundries. If demand shifts, these aren't just numbers – they are hard liabilities that will crush free cash flow.

I invite you to look at Note 2 in the latest 10-K, specifically the accounting treatment for R&D and intangible asset amortization. The market assumes the current explosive growth in R&D is creating permanent value, but the footnotes tell a story of escalating costs that are being 'capitalized' in a way that suggests future margin pressure, not expansion.

etc. etc. etc. etc.

Besides showing you a snapshot of my portfolio showing how FAR FAR AHEAD I am on NVDA? There's no way to do it.

Your "analysis" is full of "what if's" and OPINION about NVDA metrics.

Like I said - you've been wrong about NVDA EVERY YEAR you've been on this board. This is not opinion but can be PROVEN by what has happened with NVDA and the record of its stock performance.

Time will tell but I'd bet real cash that you will continue to be just as wrong in the years ahead, as you have been in the past.

Unfortunately, no one can stop you from posting and blabbing out the fecal material you do. So go right ahead. Keep posting and letting everyone see just how wrong you are.

It's very entertaining.

Your comment has zero relevance to my analysis. It seems like you’re the one frustrated because your casino bets aren't playing out, so you’re venting here. Provide one single factual argument to disprove my analysis, and I will step down from this forum immediately.

NVDA did a 10:1 forward split on 6/10/24

The stock is not only Higher priced from that original post... but one would have 10 times the amount of shares.

Look, the FACT is that for over two years you have been saying that NVDA will do nothing but crater and you have been COMPLETELY WRONG.

Since you HAVE been completely wrong for such a LONG TIME, it's only fitting that someone looks at your "60 Month" prediction and call THAT as likely being WRONG ALSO.

You really have NO IDEA of what you are talking about and that becomes CRYSTAL CLEAR by looking at your past history here.

DEAL with it.

Markets Are Finally Facing a Reality CheckJune 25, 2026 9:18 AM
IH Market News Global markets are beginning to question assumptions that investors have largely accepted without challenge for the past two years. Throughout the AI-driven rally, markets rewarded almost every announcement tied to artificial intelligence. Massive spending plans were celebrated, valuation concerns were brushed aside, and any weakness was viewed as a buying opportunity. That mood is now shifting. Technology and semiconductor stocks have led a broad sell-off across Asia, Europe and the United States. South Korea’s market came under heavy pressure, while major chipmakers such as Nvidia (NASDAQ:NVDA), AMD (NASDAQ:AMD), Intel (NASDAQ:INTC) and Micron (NASDAQ:MU) also moved sharply lower. SpaceX (NASDAQ:SPCX) extended a decline that has already erased a significant portion of its post-IPO gains. At the heart of the move is a growing question: will the enormous sums being invested in AI ultimately generate returns that justify current valuations? For months, markets have priced in an exceptionally optimistic scenario. AI would drive productivity, earnings would accelerate, consumers would remain resilient, and central banks would eventually lower interest rates. It was a compelling story, but one that left little room for disappointment. Now investors are demanding evidence rather than promises. The focus has shifted toward questions that should have been asked from the beginning. How quickly will AI investments translate into revenue? Will profits rise fast enough to support current valuations? And can spending continue at its current pace? At the same time, broader economic concerns are returning to the spotlight. Growth is slowing in some regions, consumers are becoming more selective, borrowing costs remain elevated and geopolitical uncertainty continues to cloud the outlook. Another issue is positioning. The AI trade became one of the most crowded themes in modern market history, with investors piling into many of the same technology names. Crowded trades tend to perform exceptionally well on the way up, but can unwind rapidly when sentiment changes. This does not necessarily signal a financial crisis or economic downturn. Rather, it reflects a reassessment of expectations. Markets are not just marking down technology stocks—they are marking down optimism. The strongest companies will ultimately be those that can convert AI spending into sustainable earnings growth and tangible returns. Investors are rediscovering a simple truth: technology can transform industries, but it does not eliminate the importance of profits, valuations and economic cycles. Markets are getting a cold shower. They probably needed one. Nvidia stock price Advanced Micro Devices stock price Intel stock price Micron Technology stock price SpaceX stock price The post Markets Are Finally Facing a Reality Check appeared first on US Editors. Original: Markets Are Finally Facing a Reality Check

You know, my friend, one can only smile at comments like this. When someone tries to put you on the 'pillory' because of a price from two years ago, they forget the most basic thing: the market isn't a casino where you get points for guessing colors; it’s a place where you analyze sustainability.

If someone were to reply to me like this, I would tell them something like this:

'Thanks for analyzing my post history. It’s always interesting to see how people view charts through a rearview mirror. While you see the price move from $87 to $236 as proof of my "mistake," I see the classic euphoria we’ve witnessed countless times in history—from the dot-com bubble to 2008.

My point was never to "guess" the exact date of a collapse, because the market can remain irrational much longer than we can remain solvent. The point is the business model. You see the stock price, I see a technological monopoly that is currently forcing its biggest clients—the very ones who built it—to desperately seek an exit.

Regarding those 60 months you mentioned:

The Law of Large Numbers and "In-house chips": All the big players (Amazon, Google, Meta, Microsoft) are under enormous cost pressure. NVIDIA is currently harvesting margins that are unsustainable in the long run because clients pay them only until they develop their own alternatives. Once their own solutions (ASICs) become mature enough—and the process is already well underway—that "embrace" will turn into a stranglehold.

Market Saturation: The infrastructure currently being built at a pace bordering on mania must eventually be paid for through profitable applications. If those applications don't deliver a Return on Investment (ROI) that justifies these chip prices, demand will fall like a brick. And we are already seeing questions raised—where is the real return?

Price vs. Value: NVDA could go to $500 if the market decides to print more money and pump it further, but that doesn't change the fact that the fundamentals are shifting. I am not betting against the company; I am betting on market cyclicity that most investors, blinded by the current growth, refuse to see.

See you in 60 months. I’ll likely still be here, analyzing footnotes and preserving capital, and you can remember this conversation then—not to see who was right, but to see if you have anything left of the "good money" you made on a wave that, by definition, must have a low tide

LOL. You REALLY haven't the slightest idea of what you are talking about. All people have to do is to look back at your posts right here on this board to see it:

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174001122

There will certainly be a bitter awakening, because I am convinced that a market shakeout in the industry will come. In this case, prices will fall like a stone into the abyss.

That was OVER TWO YEARS AGO. The stock price when you posted that was $87.84. SINCE then, the stock has never gone lower than that and instead reached up as high as $236/share. At the moment, the price is $110 HIGHER (ok, $109.95 higher). You've been CONSTANTLY warning about NVDA - and for those who simply just laughed at your dire predictions it has really made a lot of people some good money.

I've said it before. Even a broken clock is correct TWO times a day. But you can't even manage THAT. You've been wrong (so far) for YEARS!

Tell you what? If we're both still alive "66 months" from now, we'll see if you finally made a correct call. I have a feeling NVDA will be FAR FAR HIGHER then, that it is now.

60-Month Target Horizon (June 2031)
Target Price: $85.00 - $95.00

Rating: UNDERPERFORM

Justification: On a five-year horizon, the historical law of technology cycles will inevitably repeat. Artificial intelligence infrastructure (GPU compute capacity) will commoditize. Current gross margins near 75% are economically unsustainable in a free-market capitalistic economy; intensifying competition from advanced alternatives by AMD, Intel, and most critically, vertical integration by the customers themselves, will exert immense deflationary pressure on hardware pricing. NVIDIA will survive and remain an important anchor of the technology sector, but its top-line growth will normalize to single-digit historical averages, and gross margins will contract toward the semiconductor industry norm of 45%-50%. Consequently, the valuation will recalibrate around standardized P/E and EV/EBITDA multiples, implying a long-term price stabilization in the $85 to $95 range post-restructuring.
full analysis https://mirjanagarison.substack.com/p/beyond-the-golden-veil-of-euphoria

Prices of Nvidia’s Restricted AI Chips Surge on China’s Black Market Amid Export Crackdown (NVDA)June 24, 2026 6:55 AM
IH Market News The cost of Nvidia’s (NASDAQ:NVDA) restricted artificial intelligence chips has risen sharply on China’s black market during the past six months as tighter U.S. enforcement measures make it increasingly difficult to move advanced hardware into the country, according to a report from the Financial Times. Black Market Prices Climb as Supply Tightens Citing interviews with several Chinese chip traders, the Financial Times reported that Nvidia’s DGX B300 AI server now sells for more than 8 million yuan ($1.1 million), up from approximately 4 million yuan six months ago. The DGX B300 system contains eight Blackwell graphics processing units and carries a typical U.S. price tag of around $400,000. The substantial increase highlights growing demand for advanced AI computing hardware in China at a time when access to leading-edge U.S. technology remains heavily restricted. RTX 6000 Pro Also Sees Sharp Price Increase Another product affected by the tightening supply environment is Nvidia’s RTX 6000 Pro workstation chip, which is widely used by startups developing and deploying large language models. According to the report, the chip’s price has climbed from roughly 50,000 yuan at the beginning of the year to as much as 130,000 yuan in recent transactions. Both the RTX 6000 Pro and the DGX B300 are subject to U.S. export restrictions that prohibit their sale to customers in China under Washington’s semiconductor control measures. US Enforcement Efforts Intensify The rising prices come as U.S. authorities continue to strengthen efforts to prevent advanced AI hardware from reaching China through unauthorized channels. In March, U.S. prosecutors charged a co-founder of Supermicro, along with a Taiwan-based employee and a contractor, in connection with an alleged scheme to smuggle Nvidia AI servers to Chinese buyers. Authorities described the operation as involving approximately $2.5 billion worth of Nvidia AI systems, making it the largest U.S. law enforcement case to date involving the illegal export of advanced AI chips. Demand for Advanced AI Hardware Remains Strong Despite increasingly strict export controls, demand for Nvidia’s high-performance AI products remains robust among Chinese technology companies and AI developers. The widening gap between official pricing and black-market values underscores the continued appetite for advanced computing infrastructure needed to train and operate artificial intelligence models, even as access to the latest U.S.-designed chips becomes more constrained. Nvidia stock priceThe post Prices of Nvidia’s Restricted AI Chips Surge on China’s Black Market Amid Export Crackdown (NVDA) appeared first on US Editors. Original: Prices of Nvidia’s Restricted AI Chips Surge on China’s Black Market Amid Export Crackdown (NVDA)