NVIDIA at US$5T is still power-To The Moon - Tiger Brokers Online Investing Community - To The Moon

NVIDIA at US$5T is still powerful, but risk/reward is more balanced. At ~20x CY27, execution must stay near flawless: Blackwell ramp, Rubin timing, and inference demand scaling. Upside remains, but multiple expansion is harder from here.

Next likely challengers:
• Advanced Micro Devices if MI-series keeps winning share
• Broadcom via custom AI chips
• Micron Technology if HBM remains tight
• Alphabet if TPU becomes a cloud moat

70% to 60% AI share?
Likely 2027 to 2028. CUDA lock-in, software moat, and ecosystem depth still protect NVDA. Share erosion should be gradual, not sudden.

NVDA Drops 5%: Google and Amazon In-House Chips Threaten Its Moat?

Nvidia fell 4.63% today, diverging from stronger-than-expected results at Google and Amazon's cloud units, as markets grow wary that hyperscalers accelerating proprietary AI chip development — including TPUs and Trainium — could erode NVDA's GPU procurement share. Meta's full-year capex guidance of up to $145 billion triggered broad tech sector selling, dragging NVDA lower in the process. Can hyperscaler in-house AI chip ambitions truly undermine Nvidia's competitive moat?

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Share erosion should be gradual, not sudden.</p></body></html>","htmlText":"<html><head></head><body>NVIDIA at US$5T is still powerful, but risk/reward is more balanced. At ~20x CY27, execution must stay near flawless: Blackwell ramp, Rubin timing, and inference demand scaling. Upside remains, but multiple expansion is harder from here.\n<p></p>\n<p>Next likely challengers:<br>\n  • Advanced Micro Devices if MI-series keeps winning share<br>\n  • Broadcom via custom AI chips<br>\n  • Micron Technology if HBM remains tight<br>\n  • Alphabet if TPU becomes a cloud moat</p>\n<p>70% to 60% AI share?<br>\n  Likely 2027 to 2028. CUDA lock-in, software moat, and ecosystem depth still protect NVDA. Share erosion should be gradual, not sudden.</p></body></html>","text":"NVIDIA at US$5T is still powerful, but risk/reward is more balanced. At ~20x CY27, execution must stay near flawless: Blackwell ramp, Rubin timing, and inference demand scaling. Upside remains, but multiple expansion is harder from here. Next likely challengers: • Advanced Micro Devices if MI-series keeps winning share • Broadcom via custom AI chips • Micron Technology if HBM remains tight • Alphabet if TPU becomes a cloud moat 70% to 60% AI share? Likely 2027 to 2028. CUDA lock-in, software moat, and ecosystem depth still protect NVDA. 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