Nvidia so far ahead that Blackwell delay won't affect its market share

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Paul Meeks of Harvest Portfolio Management discusses the reported delay in Nvidia's Blackwell chips and how he is investing in AI stocks.
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Analysts want to avoid selloff and justify nvidia delays... Ridiculous and trying to spread misinformation that Nvidia is immune to delays

ltoykzu
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Secretly selling first tranches to africa. ☺️

DG-hwit