- Entry
- $235.74
- Final
- $223.90 -5.0%
- Target
- —
- Score
- -0.50
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