$NVIDIA (NVDA.US)$ been stucking for awhile, cmon Nvidia - Moomoo

NVIDIA's stock has been underperforming recently, drawing significant market attention. Despite its leadership in AI and graphics processing, the company's stock performance has not reflected its tech... Read original →

NVIDIA’s stock stagnation reflects market repricing of near-term AI capex saturation, not technological decline. Its reliance on TSMC’s 3nm node concentrates supply chain risk in Taiwan, China, embedding geopolitical premiums into operational costs. Tighter EUV export controls could delay yield ramp and disrupt Hopper/Blackwell cadence. With AMD and Intel aggressively targeting AI accelerators, TSMC may prioritize diversified allocations, forcing NVIDIA to de-risk its CoWoS packaging dependency. Over the next 12–24 months, expanded U.S. restrictions on inference chips to China would pressure data center revenue, yet edge AI and automotive SoCs could offset losses—if NVIDIA secures a resilient advanced packaging alliance before the 2nm transition.