@dodatathings · Long NVDA

Supply is the only limit. A 70% growth estimate for FY28 already looks aggressive. Management is saying the real ceiling is more than double that, capped only by how much silicon and packaging capacity actually exists. Volunteering that number to JPMorgan now, unprompted, reads

Shay Boloor@StockSavvyShay

$NVDA told JPMorgan that “without supply constraints, the business could more than double YoY” even against its already aggressive ~70% FY28 growth estimates. The more interesting part is why Nvidia gave that outlook so early since management believed Street estimates were low

Read asLong NVDA

Since the call—

unrankedThe analyst's rank today

Medium · 0.88Confidence

Wed, Sep 2Tweeted

Thu, Sep 3 closeCounted from

not in the basket todayBasket

Rank per close

—

Sep 27

—

Sep 28

—

Sep 29

—

Sep 30

—

Oct 1

#202

Oct 4

#129

Oct 5

#145

Oct 6

#158

Oct 7

#215

Oct 8

#358

Oct 11

—

Oct 12

—

Oct 13

—

Oct 14

—

Oct 15

—

Oct 18

—

Oct 19