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Dan Ives: NVIDIA Demand Outpaces Supply 12-to-1 in AI Boom's Third Inning

24/7 Wall St. Read original source (opens in a new tab)
The Story

News Summary

  • Analyst Dan Ives remains bullish on AI trade, citing NVIDIA's 12:1 demand-supply ratio, strong Q1 earnings, $91B Q2 guidance, and early-stage AI spending cycle across Meta, Alphabet, and Amazon.
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NVDA price history

218.29 +19.87% over the displayed period

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