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“$NVDA upstream supply chain as a "bubble"”
@aleabitoreddit · Serenity
NVDA as AI upstream supply chain is not a bubble — media hype misreads structural chip demand driving AI data center buildout
NVDALONG@ $204.05
$199.65-2.16%
since call Jun 23
peak +5.5%
“framing Taiwan's $TSM ~23.6x forward p/e and $NVDA upstream supply chain as a "bubble"”
@aleabitoreddit · Serenity
TSM at 23.6x forward P/E is not a bubble — media "bubble" framing is wrong; AI chip demand keeps fundamentals intact
TSMLONG@ $439.35
$395.46-9.99%
since call Jun 23
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