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$9.8 billion in AI revenue at risk if capex slows across data centers. Piper models worst-case hit to NVDA EPS at $0.40 stock could plunge to $76

Piper Sandler Analyzes Sensitivity of $NVDA Data Center Revenues to Capex Slowdown Analyst comments: “We performed a sensitivity analysis on NVIDIA’s data center revenues to assess potential impacts from a slowdown in capital expenditures over the next year. In our worst-case scenario—assuming capex cuts across all NVDA data center end markets and no recovery in …

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House Latitudes? Mortgage Applications Down -6.6% Since Last Week, Housing Starts Down -9.8% Since December (Riders On The Storm)

by confoundedinterest17 I call this the house latitudes. Horse latitudes is a belt of calm air and sea occurring in both the northern and southern hemispheres between the trade winds and the westerlies. And when the ships motion stalled, the crews would jetison their cargo of horses to the delight of sharks! So, we are in state of HOUSE latitudes …

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