Nvidia's margins unsustainable; cracks in armor but all chips made will sell.

Nvidia's margins unsustainable; cracks in armor but all chips made will sell. | Yeah. Well, if Nvidia unravels, uh, this would be why. I'm not predicting it'll happen because Jensen's investing in a wide variety of ways, but his margins are so high, it's almost unsustainable. So, there is, you know, there's some cracks in the armor there. But every chip that gets made is going to get sold. There's no doubt about that.

Yeah. Well, if Nvidia unravels, uh, this would be why. I'm not predicting it'll happen because Jensen's investing in a wide variety of ways, but his margins are so high, it's almost unsustainable. So, there is, you know, there's some cracks in the armor there. But every chip that gets made is going to get sold. There's no doubt about that.

Beneficiaries (24)

Adverse (6)

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  "caveats": "Not an explicit prediction",
  "context": "Well, if Nvidia unravels, uh, this would be why. I'm not predicting it'll happen because Jensen's investing in a wide variety of ways, but his margins are so high, it's almost unsustainable. So, there is, you know, there's some cracks in the armor there. But every chip that gets made is going to get sold.",
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... (truncated)