NVDA
NVIDIA Corp.Who's tracking it
People we track who have mentioned this stock — their take and the move.
Morgan Stanley denies reports that Nvidia's 800V DC product has been delayed, calling the
Morgan Stanley refutes delay reports, suggesting market overreaction; firm's own checks at Computex contradict bearish claims.
Source: X / @aleabitoreddit ↗The post begins with Nvidia as a $5T company, focusing on a forced shift to 800V DC and co
Executives bullish on CPO and accelerating timelines, countering analyst skepticism. The market selloff is framed as an overreaction.
Source: X / @aleabitoreddit ↗Lumentum management reaffirmed its CPO scale-up timeline at a Mizuho conference, with init
SVP confirmed CPO mass production timeline of H2 2026 with no delays, indicating strong internal alignment and confidence in the technology's readiness and market demand.
Source: X / @aleabitoreddit ↗NVIDIA's networking SVP refutes analyst reports of CPO delays, confirms H2 2026 mass produ
Author explicitly reiterates bullishness on CPO alongside NVIDIA, citing executive denial of delays and strong internal enthusiasm for near and long term.
Source: X / @aleabitoreddit ↗Industry sources indicate CPO scale-out is ahead of schedule, with Foxconn units and optic
Foxconn is shipping early and NVDA's networking SVP confirms CPO ramp in H2 this year, indicating strong demand and production readiness for CPO.
Source: X / @aleabitoreddit ↗NVDA CEO highlights Silicon Photonics with memory, implying massive supply needs; bullish
CEO calls out silicon photonics with memory and states Nvidia will require 'supply volumes beyond imagination', indicating strong demand.
Source: X / @aleabitoreddit ↗NVIDIA CEO warns memory shortage will persist for years due to AI infrastructure demand; t
Memory shortage warning highlights demand strength but also potential supply constraints for NVIDIA's GPU production; no explicit bullish/bearish stance from author.
Source: X / @aleabitoreddit ↗The author speculates that X-Fab could become the next Tower Semiconductor, benefiting fro
Nvidia is mentioned as evaluating X-Fab's technology for transceivers/switches. The author implies Nvidia has an incentive to diversify geographically (Europe) for regulatory reasons, but no firm commitment. This is speculative observation, not a strong signal for NVDA itself.
Source: X / @aleabitoreddit ↗The author jokes about market corrections, dismisses media narratives around chip stocks,
Mentioned as a leader in the correction, but author dismisses negative narratives and implies intact AI buildout.
Source: X / @aleabitoreddit ↗
