Tin Pot analysts Jay from Seap

Tin Pot analysts Jay from Seaport! Can we take him seriously! Competition is good! Market is expanding! Look at memory! How many companies are competing in this space? American? Korean? I wouldn't take Seaport seriously!

Nvidia Is Confronting a New Challenge, Even as AI Spending Keeps Increasing

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":559552608269344,"tweetId":"559552608269344","gmtCreate":1777641237861,"gmtModify":1777641241833,"author":{"id":4166752395028592,"idStr":"4166752395028592","authorId":4166752395028592,"authorIdStr":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Tin Pot analysts Jay from Seaport! &nbsp;Can we take him seriously! &nbsp;Competition is good! &nbsp;Market is expanding! &nbsp;Look at memory! &nbsp;How many companies are competing in this space? &nbsp;American? &nbsp;Korean? &nbsp;I wouldn't take Seaport seriously!</p></body></html>","htmlText":"<html><head></head><body><p>Tin Pot analysts Jay from Seaport! &nbsp;Can we take him seriously! &nbsp;Competition is good! &nbsp;Market is expanding! &nbsp;Look at memory! &nbsp;How many companies are competing in this space? &nbsp;American? &nbsp;Korean? &nbsp;I wouldn't take Seaport seriously!</p></body></html>","text":"Tin Pot analysts Jay from Seaport! Can we take him seriously! Competition is good! Market is expanding! Look at memory! How many companies are competing in this space? American? Korean? I wouldn't take Seaport seriously!","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/559552608269344","repostId":1118389685,"repostType":2,"repost":{"id":"1118389685","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1777640400,"share":"https://ttm.financial/m/news/1118389685?lang=en_US&edition=fundamental","pubTime":"2026-05-01 21:00","market":"us","language":"en","title":"Nvidia Is Confronting a New Challenge, Even as AI Spending Keeps Increasing","url":"https://stock-news.laohu8.com/highlight/detail?id=1118389685","media":"Dow Jones","summary":"Investors seem worried about the potential for increased competition in the AI-chip market.","content":"<html><head></head><body><p>In theory, the numbers coming out of the latest Big Tech earnings reports would seem like good news for <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>. It’s clear that big cloud companies are ramping their spending on artificial-intelligence chips, and Nvidia is the biggest player in that market.</p><p style=\"text-align: start;\">Yet shares of Nvidia fell 4.6% on Thursday, with Wall Street seemingly concerned about heightened competition in the market for AI processors.</p><p>Morningstar analyst Brian Colello told MarketWatch that he thinks investors are worried about the recent progress <a href=\"https://laohu8.com/S/GOOGL\">Google</a> has made on its tensor processing units, or TPUs, and that <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> has made on its custom Trainium chips.</p><p>“If both hyperscalers, plus Anthropic, are successful in deploying more and more TPUs and Trainium, then it could crowd out the potential opportunities for Nvidia beyond 2027,” he said.</p><p style=\"text-align: start;\">Nvidia’s stock decline on Thursday came as shares of rivals <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> and <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> — the latter of which partners with Google on the TPUs — rose 5.2% and 3%, respectively.</p><p>Seaport Research analyst Jay Goldberg told MarketWatch that he thinks investors may be misreading an announcement from <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, which teased that it ispreparingfor a custom-chip engagement with a hyperscaler later this year. He said investors could be interpreting the announcement as “one more Nvidia competitor entering the fray.”</p><p style=\"text-align: start;\">“I don’t think Qualcomm really is that, but [we’re] certainly seeing a lot of progress on Nvidia alternatives this week,” he said, referring to Google’s TPUs and Amazon’s Trainium chips.</p><p style=\"text-align: start;\">Goldberg also noted that recent news of DeepSeek moving to use Nvidia competitor Huawei’s Ascend 950 AI chips for its V4 artificial-intelligence model could be a factor weighing on the stock.</p><p style=\"text-align: start;\">That said, Nvidia still has plenty of believers.</p><p style=\"text-align: start;\">Tigress Financial Partners analyst Ivan Feinseth told MarketWatch that there’s still ample room for Nvidia to cash in on robust data-center demand and benefit from the increasing capital-expenditure budgets mentioned this week by Alphabet, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is Confronting a New Challenge, Even as AI Spending Keeps Increasing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is Confronting a New Challenge, Even as AI Spending Keeps Increasing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-01 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>In theory, the numbers coming out of the latest Big Tech earnings reports would seem like good news for <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>. It’s clear that big cloud companies are ramping their spending on artificial-intelligence chips, and Nvidia is the biggest player in that market.</p><p style=\"text-align: start;\">Yet shares of Nvidia fell 4.6% on Thursday, with Wall Street seemingly concerned about heightened competition in the market for AI processors.</p><p>Morningstar analyst Brian Colello told MarketWatch that he thinks investors are worried about the recent progress <a href=\"https://laohu8.com/S/GOOGL\">Google</a> has made on its tensor processing units, or TPUs, and that <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> has made on its custom Trainium chips.</p><p>“If both hyperscalers, plus Anthropic, are successful in deploying more and more TPUs and Trainium, then it could crowd out the potential opportunities for Nvidia beyond 2027,” he said.</p><p style=\"text-align: start;\">Nvidia’s stock decline on Thursday came as shares of rivals <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> and <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> — the latter of which partners with Google on the TPUs — rose 5.2% and 3%, respectively.</p><p>Seaport Research analyst Jay Goldberg told MarketWatch that he thinks investors may be misreading an announcement from <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, which teased that it ispreparingfor a custom-chip engagement with a hyperscaler later this year. He said investors could be interpreting the announcement as “one more Nvidia competitor entering the fray.”</p><p style=\"text-align: start;\">“I don’t think Qualcomm really is that, but [we’re] certainly seeing a lot of progress on Nvidia alternatives this week,” he said, referring to Google’s TPUs and Amazon’s Trainium chips.</p><p style=\"text-align: start;\">Goldberg also noted that recent news of DeepSeek moving to use Nvidia competitor Huawei’s Ascend 950 AI chips for its V4 artificial-intelligence model could be a factor weighing on the stock.</p><p style=\"text-align: start;\">That said, Nvidia still has plenty of believers.</p><p style=\"text-align: start;\">Tigress Financial Partners analyst Ivan Feinseth told MarketWatch that there’s still ample room for Nvidia to cash in on robust data-center demand and benefit from the increasing capital-expenditure budgets mentioned this week by Alphabet, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDD":"1倍做空NVDA ETF-Direxion","NVDX":"2倍做多NVDA ETF-T-Rex","NVDA":"英伟达","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDU":"2倍做多NVDA ETF-Direxion","ANV":"GraniteShares Autocallable NVDA ETF","NVD":"2倍做空NVDA ETF-GraniteShares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDQ":"2倍做空NVDA ETF-T-Rex","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVII":"Rex NVDA Growth & Income ETF","NVDB":"ProShares Ultra NVDA ETF","NVDW":"NVDA周配息ETF-Roundhill","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDS":"1.5倍做空NVDA ETF-Tradr"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118389685","content_text":"In theory, the numbers coming out of the latest Big Tech earnings reports would seem like good news for Nvidia. It’s clear that big cloud companies are ramping their spending on artificial-intelligence chips, and Nvidia is the biggest player in that market.Yet shares of Nvidia fell 4.6% on Thursday, with Wall Street seemingly concerned about heightened competition in the market for AI processors.Morningstar analyst Brian Colello told MarketWatch that he thinks investors are worried about the recent progress Google has made on its tensor processing units, or TPUs, and that Amazon.com has made on its custom Trainium chips.“If both hyperscalers, plus Anthropic, are successful in deploying more and more TPUs and Trainium, then it could crowd out the potential opportunities for Nvidia beyond 2027,” he said.Nvidia’s stock decline on Thursday came as shares of rivals Advanced Micro Devices and Broadcom — the latter of which partners with Google on the TPUs — rose 5.2% and 3%, respectively.Seaport Research analyst Jay Goldberg told MarketWatch that he thinks investors may be misreading an announcement from Qualcomm, which teased that it ispreparingfor a custom-chip engagement with a hyperscaler later this year. He said investors could be interpreting the announcement as “one more Nvidia competitor entering the fray.”“I don’t think Qualcomm really is that, but [we’re] certainly seeing a lot of progress on Nvidia alternatives this week,” he said, referring to Google’s TPUs and Amazon’s Trainium chips.Goldberg also noted that recent news of DeepSeek moving to use Nvidia competitor Huawei’s Ascend 950 AI chips for its V4 artificial-intelligence model could be a factor weighing on the stock.That said, Nvidia still has plenty of believers.Tigress Financial Partners analyst Ivan Feinseth told MarketWatch that there’s still ample room for Nvidia to cash in on robust data-center demand and benefit from the increasing capital-expenditure budgets mentioned this week by Alphabet, Meta Platforms and Microsoft.","news_type":1,"symbols_score_info":{"NVDD":0.6,"NVDB":0.6,"NVDX":0.6,"NVYY":0.6,"NVDS":0.6,"NVDQ":0.6,"NVDU":0.6,"NVDL":0.6,"NVDG":0.6,"DIPS":0.6,"NVDO":0.6,"ANV":0.6,"NVDA":2,"NVD":0.6,"NVDW":0.6,"NVII":0.6,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":180,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":186,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/559552608269344"}