Michael Burry of "The Big Short" fame said Nvidia is "simply the purest play" for an investor to bet against the AI boom.

Clearly, Nvidia has been a massive beneficiary of the AI trend, with its stock surging over 1,082% in the past three years. In the past year alone, it jumped over 30% making multiple records in the process. Obin argues that the market continues to react to the incorrect signals, arguing over cooling efficiency and chip thermals.

Tesla focuses on vertically integrated products to preserve its valuation, while Nvidia strives to dominate the

The average Wall Street analyst projects $320 billion in revenue for fiscal year 2027, at Nvidia's current 53% profit margin, which would equate to $170 billion in profits by the end of the fiscal year. Nvidia's current price-to-earnings ratio is 46, which is actually cheaper than it has been over the past few years.

A Dell-tested NVIDIA N1X laptop just resurfaced in a recent test record. It’s a solid hint Nvidia’s laptop processor plans are active, but Windows drivers and launch timing remain big questions.

The life sciences world is once again converging in San Francisco as the J.P. Morgan Healthcare Conference kicks off for 2026.  | The life sciences world is once again converging in San Francisco as the J.

The ban on the sale of AI chips to customers in China was arguably the biggest hurdle. Nvidia designed its H20 AI chips to meet strict export restrictions and began selling them in 2024. However, in early 2025, the Trump Administration banned the sale of these chips to China, adding to the uncertainty.

Commander of multi-trillion dollar computing hardware empire Jensen Huang thinks everyone should stop being so negative about AI and all the ways it could potentially upend civilization, because it’s a “doomer narrative” that’s “not helpful to ...

Such a thing currently exists, of course, in the form of Windows on Arm and the Prism translation layer. The problem is that has been specifically tuned for Qualcomm's Snapdragon X chips. So, a version built specifically for Nvidia's N1X would be required. And maybe that has been delayed.