- NVIDIA Corp. faced a triple-hit to its stock price this week, including a correction, proposed acquisition delay, and shipment delays to top customers.
- Patient investors have an opportunity to buy NVDA stock with three catalysts still in play: R&D profile, operational efficiency, and human capital structure.
- Despite concerns about valuation, an AI bubble, and a potential antitrust probe, NVDA is now a strong buy with potential for growth in revenue and earnings.
Trouble comes in threes, they say, and if we believe that aphorism, there’s no denying that this tech giant has its hands full. This week alone, NVIDIA Corporation (NASDAQ:NVDA) (NEOE:NVDA:CA) took a triple-hit to its stock price. The stock price correction on the back of the “bubble land” comment from Elliot Management was the first, the second being news of a possible antitrust probe from the Run:ai proposed acquisition and Nvidia’s dominance in the top tier of the chip market, and the third being an ‘insider’ report of delays to the shipment of its Blackwell product line to its largest customers – Microsoft (MSFT), Alphabet (GOOG)(GOOGL), and Meta Platforms (META) – due to a possible design flaw that the report says:
READ FULL ARTICLE HERE!
