Nvidia makes special computer parts called GPUs that help computers do smart things like play games and recognize faces. But right now, Nvidia has a problem getting enough of these parts to make all the computers want them. So, some people are worried and selling their shares of Nvidia, which is making the price go down. At the same time, Microsoft, another big company, is thinking about using different computer parts made by AMD for their own computers, which could also hurt Nvidia's sales. But other experts still think that Nvidia will be very popular and in high demand because of all the smart things it can do. They expect Nvidia to make a lot more of these special parts soon and double its production by the end of this year. Read from source...
- The title suggests that there is something unusual or negative happening with Nvidia stock on Friday, but the body does not provide any clear evidence of that. It seems to be a clickbait title meant to attract readers without delivering any substantial information.
- The article starts by mentioning Microsoft's consideration of AMD's AI chips for Azure, which is not directly related to Nvidia's stock performance or its H100 GPU supply issues. This is a distraction from the main topic and could be seen as an attempt to discredit Nvidia's competitor without providing any facts or analysis.
- The article then mentions analysts who spotlight Nvidia's robust demand in HBM, SSDs, and AI chips, which are positive factors for the company's growth and profitability. However, it quickly follows up with a statement that production is expected to double by the end of 2024, which could imply that there is an oversupply or saturation in the market, hurting Nvidia's margins and prices. This creates confusion and uncertainty for the reader, who might not understand why demand is robust but supply will increase so much.
- The article ends without providing any clear conclusion or recommendation for investors, leaving them hanging with questions and doubts. It also does not mention any of the key financial metrics or ratios that could help evaluate Nvidia's performance and value, such as revenue, earnings, P/E ratio, dividend yield, etc.
- Overall, the article seems to be poorly written, researched, and argued, with no clear purpose or direction. It does not provide any valuable insights or information for investors who are interested in Nvidia's stock or its competitive position in the AI chip market.
1. Nvidia stock is currently under pressure due to supply chain issues, specifically the shortage of H100 GPUs. This has led to a decline in demand for the company's products and services. However, analysts expect the situation to improve by the end of 2024 as production is expected to double. Therefore, investors with a long-term horizon may consider buying Nvidia shares at current levels or on dips, as they offer significant upside potential.