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Nvidia CEO Jensen Huang is on CNBC:The hyperscalers are so constrained by chipsAll of these companies cash flows are going to start risingWe are addressing the largest opportunity in historyNobody uses AI better than META and they see a much large future potential for itEvery company is seeing the same inflection pointTokens because profitable last yearSays he has no problems with OpenAIBrad Gerstner says xAI and OpenAI will be public in the next 12-18 months.In the part where he said there were no problems with OpenAI, he looked a bit uncomfortable. That said, he makes a lot of great points about the spending and the returns. Time will tell and Jensen is something of a perma-bull but he’s always been right.The IPOs of xAI and OpenAI are going to be huge events but my guess is that will be the top of something because it’s going to be very hard to justify any of the valuations and many of the insiders are going to want to unload shares. That’s going to be something like $2 trillion that retail and institutional money is going to need to sop up — no small task.From the looks of things, Jensen’s comments are working and shares of Nvidia and the broader market are going up meaningfully. The Nasdaq is up nearly 2% and the S&P 500 up 1.7% with the Russell 2000 up more than 3%.The animal spirits aren’t dead.
This article was written by Adam Button at investinglive.com.
💡 DMK Insight
Nvidia’s CEO just highlighted a chip supply crunch, and here’s why that matters: hyperscalers are struggling, which could impact tech stocks and AI investments. With cash flows expected to rise, traders should keep an eye on Nvidia’s performance as it addresses this ‘largest opportunity in history.’ If META is leading in AI usage, it could signal a shift in market dynamics, making tech stocks with strong AI capabilities more attractive. Watch for Nvidia’s price action around key support levels; a break below those could trigger selling pressure. Conversely, if they can capitalize on this opportunity, expect upward momentum. But don’t overlook the potential ripple effects. If hyperscalers can’t get the chips they need, it could slow down AI advancements across the board, affecting not just Nvidia but also related sectors like cloud computing and data centers. Keep an eye on earnings reports from these companies in the coming weeks for more insights.
📮 Takeaway
Monitor Nvidia’s price action closely; a break below key support could signal trouble, while strong earnings could boost tech stocks across the board.
