- Entry
- $235.74
- Now
- $206.25 -12.5%
- Target
- —
- Score
- —
We are entering a period of time where multiple physical limitations hit the AI build out supply chain: \- Energy generation \- Grid capacity \- Data center space \- Copper \- Helium, Bromine, Neon \- Sulfuric Acid \- Rising cost on LNG and oil \- Copper \- Aluminum \- Gallium and other rare earth And just to make it funnier, consumer strength is waining and inflation is still an issue. I believe consumer never trully recovered since covid. Each element …
— ORIGINAL POST ·
Nvidia will be fine, but minor cloud companies could be in trouble.
· r/stocks
· May 15, 2026