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Nvidia’s results continue to be best understood by the imbalance between supply and demand; that story, though, differs between Blackwell and Hopper, and it impacts both Nvidia’s prospects and its networking sales.
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https://stratechery.com/2024/nvidia-earnings-strawberry-and-video-the-networking-question/
Nvidia Stock Falls. Why Meta, Microsoft Earnings Gave Investors a Hallowe’en Fright. Barron’s Article Source https://www.barrons.com/articles/nvidia-stock-fall-meta-microsoft-c16900ff
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