I think Nvidia is all set to cross 150-160. They recently announced that Ruben and BlackWell Ultra production has been brought up by 6 months, and TSM $Taiwan Semiconductor Manufacturing(TSM)$ has scaled its processes to allow 12 HBM4 memory stacks on 3mm wafers to scale Ruben production. This is a massive news. They have absolutely zero competition right now, and this news is only going to further dissuade anyone trying to compete with them.
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.
