Nvidia Is Betting These Start-Ups Will Lift Its Stock

Impact · against what's priced in

The news of additional buyers waiting for chips is a minor catalyst that supports the bull case the market is currently discounting. While the SpaceX news specifically had little impact, the existence of a broader queue validates the demand cycle that underpins the $1 trillion Blackwell/Rubin revenue projections.

NVDA+0.10: Challenges what's priced in
The price assumes: The $1 trillion cumulative revenue projection for Blackwell and Rubin architectures
The market is currently refusing to pay for the $1 trillion revenue projection for Blackwell and Rubin; news that 'more buyers are waiting in line' provides incremental evidence that these declined projections may materialize.
What NVDA's price assumes · Sep 1

Nvidia Is Betting These Start-Ups Will Lift Its Stock

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