The recent sell-off of Nvidia stock has caused speculation about the reasons behind it. While many believe it is due to valuation issues, there is another factor that may be influencing the market. Blackwell, a highly anticipated product from Nvidia, has been confirmed to ship in the fourth quarter and ramp up in the first quarter of the next year. This news should actually be seen as positive for Nvidia stock.
Supply chain data analysis conducted by our firm indicates that Blackwell is currently in production at TSM and SMCI. This information contradicts previous reports that suggested a delay in its production. In fact, Blackwell suppliers have reportedly shrugged off any potential delays, further suggesting that the product is on track.
The media has played a role in creating uncertainty around the situation. Despite confirming that Blackwell is indeed in production, they have chosen to focus on other aspects of Nvidia’s performance and its impact on stock valuation. This has overshadowed the positive news about Blackwell and contributed to the sell-off.
It is important for investors to consider the bigger picture when evaluating the performance of Nvidia stock. While valuation issues may be a concern, the upcoming release of Blackwell should not be overlooked. As a highly anticipated product in the market, Blackwell has the potential to significantly impact Nvidia’s revenue and market position. This positive outlook should be taken into account when making investment decisions.
In conclusion, the recent sell-off of Nvidia stock cannot solely be attributed to valuation issues. Confirmation of Blackwell’s production and its projected release in the coming months should be taken as good news for investors. The media’s focus on other aspects of Nvidia’s performance may have overshadowed this positive development. By considering the potential impact of Blackwell on Nvidia’s future, investors can make more informed decisions. So, rather than being deterred by the current selling trend, it is worth looking ahead to the potential growth and success that Blackwell can bring.
