More misinformation rolling out from the wall street propaganda machine. Nvidia never said that upfront payments was required.so who come up with that story. Wall street looking for cheap Nvidia stock provably. These headlines amd news bytes can't be trusted. No wonder professional traders dont listen to the(fake) news and analyst propaganda mill.
Nvidia Says No Upfront Payment Needed for Its H200 Chips
Yes they are getting excellent returns. I would not Pay attention to those who are trying to talk that prices down, probably so they can buy them. Nvidia and Palantir are achieving excellent realized returns.
Palantir Reaping 'Measurable' Returns From Artificial Intelligence, BofA Says
What is to stop Nvidia making TPU chips to? The market gets jittery over everything. Anyone needs to just look at NVDia's balance sheet as they have the capital and expertise and experience in chip design to move into and dominate in that area as well.
AI Daily: Nvidia slips on report of Meta considering Google TPU chips
$NVIDIA(NVDA)$ they haven't, it's only market sentiment, ie NVDIA is performing financially better than ever. It is probably because of negative headlines such as these put out by analysts whoose firms want to buy these shares at a bargain after spooking the market.
Why Nvidia and Other AI Stocks Have Lost Their "Quality" Status
Michael is just trying to stay in the public eyes so he can sell his newsletter, given he had to close his fund.[Happy] so he was right in 2008, so what? Nvidia will do well. They shoukd just state this and keep up with the great results and ignore the critics.
Nvidia says it's not Enron. Michael Burry makes a different dot-com parallel.
US considering letting Nvidia sell H200 chips to China, sources say By Reuters https://www.reuters.com/world/asia-pacific/us-considering-letting-nvidia-sell-h200-chips-china-sources-say-2025-11-21/ Watch the price if that happens[Speechless] [Sad] [Spurting] [Spurting] [Spurting]
Nvidia Sell-Off a "DeepSeek Moment," AI Revolution Just Beginning, Wedbush Says
I am starting to wonder if the US Government is trying to actively destroy NVIDIA. What's the point of trying develop technology when a government tells you who you are allowed to sell it to. If the US is so worried about national security, then they should enter the chip manufacturing game themselves or underwrite and compensate Nvidia for business loss. Its the kind of rubbish China and Russia do. Its anti business and anti freedom.. [Smile]
Nvidia AI Chip Sales to China Stalled by US Security Review, FT Reports