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It will up again to $250 soon ! Nvidia has its own charm !

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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Adz5150
06:14
Adz5150
Could see that happening if the AI demand story stays strong, but I’m also trying not to underestimate how much is already priced in.

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