It’s official
Nvidia has lost China market for good https://t.co/GrnR2n4nRr— David Lee (@DavidLe76335983) May 30, 2025
It’s already happening but not because of restrictions on Nvidia GPUs, that’s what Nvidia is paying PR publicists to feed MSM, but because Huawei GPUs are already more than enough for AI development and they cost a fraction https://t.co/RHDKDviipZ
— JustDario 🏊♂️ (@DarioCpx) May 30, 2025
How is this aligned with Nvidia’s statement that ‘Gaming revenue was a record $3.8 billion, up 48% from the previous quarter’?
Something doesn’t add up. Overall supply in Q1 was very limited, with backorders of over a month due to low availability https://t.co/3qT8lNUJUA
— Kakashii (@kakashiii111) May 30, 2025
$JPM: Retail has been selling $NVDA for 18 days straight
At the single stock level, NVDA led the selling flow (-$3.2B) despite its solid earnings, followed by TSLA (-$432Mn). Notably, they have been net selling NVDA for the past 14 days, representing the longest selling streak…
— Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) May 30, 2025