Nvidia Corporation is likely to lower its guidance for 2027, as AI capex will likely be lower in 2027 in the aftermath o

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Nvidia: It's Good That Jensen Resigned 

Nvidia Corporation remains a Buy following Jensen Huang’s resignation, with the author arguing that the transition may strengthen corporate governance...

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The Nvidia Earnings Report Could Wreck The Market 

Nvidia Corporation is likely to lower its guidance for 2027, as AI capex will likely be lower in 2027 in the aftermath of the U.S. midterms elections....

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The AI Bubble Burst Has Three Phases: We Are At Phase One 

The AI sector is in a bubble phase, with unsustainable valuations and early signs of stress in semiconductors and leveraged AI companies. I've exited ...

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Nvidia: Jensen Left, The Backlog Didn't (Rating Downgrade) 

Nvidia Corporation is downgraded slightly to Buy: leadership risks have risen, but valuation is highly enticing at under 11x consensus FY28 EPS. Huang...

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IREN: A Liquidity Crisis Is Brewing 

IREN's CapEx guidance for the remainder of 2027 stands at $15 billion, with $6 billion still to be funded. The funding gap represents a massive ~70% o...

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