Nvidia's AI Boom: One Analyst Sees Trouble
Update: 2025-11-15
Description
Nvidias Stock Surge: A Lone Analysts Cautionary Tale - Despite Nvidias stock soaring due to AI boom, analyst Jay Goldberg from Seaport Research Partners remains the lone underperform rater. He warns of vendor financing risks, overhyped AI demand, high cloud computing costs, and rapid chip obsolescence, echoing Michael Burrys cautious stance on AI stocks.
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