@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

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