✉news TechnologySemiconductors first seen 11 h ago, last 48 min ago, peak #30
Cramer sees 45% upside for NVIDIA as chip supply lags demand
Original: Jim Cramer: “NVIDIA Literally Can’t Make Their Own Chips Fast Enough.” Here’s My 45% Upside Scenario:
CNBC's Jim Cramer said NVIDIA literally cannot manufacture its own chips fast enough to meet demand, and laid out a scenario in which the stock rises another 45%. His argument centers on the idea that supply constraints, rather than weak demand, are the limiting factor for the company's growth. The comments add to ongoing debate about how much further AI-related semiconductor stocks can run.
Why now: Investors are closely watching NVIDIA's supply constraints and valuation as AI chip demand keeps surging.
Rank over time, top of the chart is #1. 5 snapshots from 11 h ago to 48 min ago.
Evidence
API: https://socialmediatrends-api.osmike.com/v1/trends/757377