- Entry
- $207.60
- Now
- $195.04 -6.1%
- Target
- —
- Score
- —
— ORIGINAL POST ·
Morgan Stanley research shows, China is now 50% GPU self sufficient and is likely to largely eliminate NVIDIA GPU usage in the next 2-3 years. Plus, though Chinese GPUs lag in raw compute they are at par in terms of Total Cost of Ownership. So NVIDIA cheap(in PE terms) for a reason?
· r/WallStreetbetsELITE
· Jul 19, 2026