- Entry
- $219.43
- Now
- $197.82 -9.8%
- Target
- —
- Score
- —
nvidia eps is all anyone talks about but look at the actual supply chain!! they just dropped this rtx spark superchip at computex to put ai on windows pcs and the real money is moving way before consumer gpu sales even touch an income statement. im talking oem licensing, module vendors, and foundry stuff booking revenue first. techcrunch said the pc-cpu market is like a 200B opportunity and this spark thing has 6144 cuda cores so the memory suppliers are …
— ORIGINAL POST ·
computex is a supply chain play, dont buy nvda blindly
· r/stocks
· Jun 2, 2026