Madluvyz
05-22
$NVIDIA(NVDA)$  

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.

With the rising inflation costs, I wonder when will the market catch up with it, given the parabolic rise of major technology stocks, regardless of its outlook estimates and overinflated valuations. The fall is going to be hard, real hard. 

@Madluvyz - Specialist in combining FA and TA for options selling and swing trading.[Claw]  

Google Unveils Custom AI Chip Roadmap: Nvidia Moat Under Threat?
Google is accelerating its shift of AI workloads onto its in-house Ironwood TPUs, reducing dependence on external Nvidia GPUs. CoreWeave and Nebius business models rely entirely on reselling Nvidia compute capacity. Nvidia's latest earnings confirmed robust HBM demand, and Google's transition is a 3–5 year structural trend rather than a quarterly catalyst. Can Google's TPU roadmap genuinely threaten Nvidia's moat, or does Nvidia's customization capability remain irreplaceable?
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