Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
The Rabid Capitalist previously noted Nvidia’s continuing struggles with its Blackwell chip. Production complications and chip heat problems have delayed its introduction and sales. I warned readers that the first delay has seldom been the last delay, putting Nvidia’s stock at risk of a price correction.
A mere six weeks later, Nvidia entered a correction, declining by more than ten percent.
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