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Message
re: How High Do you think Nvidia stock can go?
Posted on 5/22/24 at 7:37 pm to SlidellCajun
Posted on 5/22/24 at 7:37 pm to SlidellCajun
At some point they will be unable to keep up with demand and growth will have to slow. Since they will be unable to actually produce the hardware.
TSMC is not going to give them 100% of their production.
TSMC is not going to give them 100% of their production.
1
Posted on 5/23/24 at 12:26 am to UltimaParadox
quote:
At some point they will be unable to keep up with demand and growth will have to slow.
Or their margins will continue to expand.
quote:
TSMC is not going to give them 100% of their production.
They are already using Samsung and have been in discussions to use Intel Fabs IIRC.
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