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[Daily Due Diligence] NVDA NVDA

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[Daily Due Diligence] NVDA NVDA Why this is trending The Ultimate Black Friday Deal Is Here NVDA NVDA is in focus today. This note reviews sentiment, catalysts, and near term risk factors tied to the latest coverage. Near term perspective Our base case expects two way trade until the next catalyst clarifies direction. Key signals … Read more

AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins

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Bruno Ferreira Contributor Bruno Ferreira is a contributing writer for Tom’s Hardware. He has decades of experience with PC hardware and assorted sundries, alongside a career as a developer. He’s obsessed with detail and…